Filed June 14, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,571 | $109,359-53.8% | $162,163-68.8% | $72,985-30.7% |
| Participation rate | 88.2% | 84.3%+4.0pp | 87.6%+0.7pp | 69.5%+18.7pp |
| Annual return | 25.40% | 25.46%-0.1pp | 115.59%-90.2pp | 81.00%-55.6pp |
| Employer contribution / active EE | $1,702 | $3,907-56.4% | $5,614-69.7% | $2,440-30.2% |
| Participant deferral / active EE | $4,399 | $5,481-19.7% | $7,298-39.7% | $3,607+22.0% |
| Admin fee / account holder | $3,126 | $7,972-60.8% | $10,843-71.2% | $5,124-39.0% |