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 | $84,770 | $138,347-38.7% | $184,203-54.0% | $80,856+4.8% |
| Participation rate | 91.4% | 83.9%+7.6pp | 86.8%+4.6pp | 67.6%+23.8pp |
| Annual return | 15.55% | 20.02%-4.5pp | 28.81%-13.3pp | 35.59%-20.0pp |
| Employer contribution / active EE | $1,857 | $4,850-61.7% | $6,427-71.1% | $2,755-32.6% |
| Participant deferral / active EE | $4,693 | $7,071-33.6% | $9,131-48.6% | $4,296+9.3% |
| Admin fee / account holder | $6,414 | $10,483-38.8% | $13,901-53.9% | $6,918-7.3% |