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 | $79,935 | $125,758-36.4% | $169,993-53.0% | $75,163+6.3% |
| Participation rate | 87.9% | 83.6%+4.3pp | 87.0%+0.9pp | 67.2%+20.7pp |
| Annual return | 21.45% | 27.20%-5.7pp | 53.37%-31.9pp | 160.62%-139.2pp |
| Employer contribution / active EE | $1,894 | $4,615-59.0% | $6,785-72.1% | $2,670-29.0% |
| Participant deferral / active EE | $4,582 | $6,837-33.0% | $10,408-56.0% | $4,125+11.1% |
| Admin fee / account holder | $1,548 | $8,173-81.1% | $12,815-87.9% | $5,651-72.6% |