Filed March 15, 2006 (most recent of 2 filings on file)
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 | $74,757 | $153,311-51.2% | $109,313-31.6% | $273,961-72.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 7.98% | 29.86%-21.9pp | 22.07%-14.1pp | 41.45%-33.5pp |
| Employer contribution / active EE | $1,196 | $5,619-78.7% | $3,892-69.3% | $4,869-75.4% |
| Participant deferral / active EE | $3,308 | $3,932-15.9% | $3,166+4.5% | $5,287-37.4% |
| Admin fee / account holder | $6,473 | $8,076-19.8% | $5,666+14.2% | $10,132-36.1% |