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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $278,499 | $70,756+293.6% | $65,493+325.2% | $142,382+95.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 14.26% | 1754.89%-1740.6pp | 982.45%-968.2pp | 217.08%-202.8pp |
| Employer contribution / active EE | $19,699 | $2,881+583.8% | $2,574+665.2% | $4,299+358.2% |
| Participant deferral / active EE | $7,713 | $4,637+66.3% | $3,961+94.7% | $6,507+18.5% |
| Admin fee / account holder | $8,864 | $6,559+35.1% | $5,028+76.3% | $12,624-29.8% |