Filed August 29, 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 | $32,253 | $102,966-68.7% | $90,281-64.3% | $152,861-78.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 24.95% | 95.16%-70.2pp | 78.10%-53.1pp | 345.32%-320.4pp |
| Employer contribution / active EE | $2,203 | $3,139-29.8% | $2,854-22.8% | $4,762-53.7% |
| Participant deferral / active EE | $1,801 | $4,281-57.9% | $3,885-53.7% | $5,850-69.2% |
| Admin fee / account holder | $2,736 | $6,171-55.7% | $5,351-48.9% | $11,596-76.4% |