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 | $33,654 | $65,376-48.5% | $87,100-61.4% | $65,185-48.4% |
| Participation rate | 90.2% | 75.3%+14.9pp | 76.9%+13.3pp | 70.2%+20.0pp |
| Annual return | 23.67% | 31.27%-7.6pp | 28.19%-4.5pp | 29.38%-5.7pp |
| Employer contribution / active EE | $2,133 | $1,822+17.0% | $2,521-15.4% | $2,177-2.0% |
| Participant deferral / active EE | $3,832 | $3,388+13.1% | $4,049-5.3% | $3,514+9.1% |
| Admin fee / account holder | $1,605 | $520+208.9% | $7,497-78.6% | $847+89.5% |