Filed April 5, 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 | $217,403 | $100,773+115.7% | $88,946+144.4% | $142,382+52.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 18.17% | 70.18%-52.0pp | 57.82%-39.7pp | 217.08%-198.9pp |
| Employer contribution / active EE | $6,017 | $2,918+106.2% | $2,555+135.5% | $4,299+40.0% |
| Participant deferral / active EE | $18,416 | $5,230+252.1% | $4,581+302.0% | $6,507+183.0% |
| Admin fee / account holder | $10,963 | $9,693+13.1% | $8,261+32.7% | $12,624-13.2% |