Filed July 23, 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 | $125,734 | $91,037+38.1% | $71,671+75.4% | $147,584-14.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 18.89% | 20.48%-1.6pp | 20.65%-1.8pp | 578.55%-559.7pp |
| Employer contribution / active EE | $2,439 | $3,327-26.7% | $2,460-0.8% | $4,876-50.0% |
| Participant deferral / active EE | $8,512 | $4,498+89.2% | $3,438+147.6% | $5,439+56.5% |
| Admin fee / account holder | $2,440 | $8,613-71.7% | $5,558-56.1% | $10,885-77.6% |