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 | $76,076 | $137,414-44.6% | $189,513-59.9% | $85,850-11.4% |
| Participation rate | 86.1% | 84.6%+1.5pp | 87.8%-1.7pp | 69.3%+16.8pp |
| Annual return | 20.69% | 38.14%-17.5pp | 555.15%-534.5pp | 318.53%-297.8pp |
| Employer contribution / active EE | $1,741 | $4,344-59.9% | $6,162-71.7% | $2,565-32.1% |
| Participant deferral / active EE | $3,866 | $6,260-38.2% | $8,221-53.0% | $3,952-2.2% |
| Admin fee / account holder | $569 | $8,630-93.4% | $12,045-95.3% | $6,260-90.9% |