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 | $47,236 | $78,422-39.8% | $95,952-50.8% | $79,858-40.8% |
| Participation rate | 90.2% | 73.5%+16.7pp | 77.1%+13.1pp | 69.6%+20.6pp |
| Annual return | 19.47% | 19.37%+0.1pp | 91.61%-72.1pp | 31.71%-12.2pp |
| Employer contribution / active EE | $2,397 | $1,945+23.2% | $2,541-5.7% | $2,471-3.0% |
| Participant deferral / active EE | $4,295 | $3,440+24.9% | $4,167+3.1% | $3,740+14.8% |
| Admin fee / account holder | $2,885 | $5,622-48.7% | $6,795-57.5% | $5,306-45.6% |