Filed July 19, 2006 (most recent of 4 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,751 | $86,286-42.3% | $111,297-55.3% | $85,850-42.0% |
| Participation rate | 97.2% | 73.3%+23.9pp | 77.3%+19.9pp | 69.3%+27.9pp |
| Annual return | 10.98% | 19.99%-9.0pp | 54.65%-43.7pp | 318.53%-307.6pp |
| Employer contribution / active EE | $1,391 | $2,043-31.9% | $2,731-49.1% | $2,565-45.8% |
| Participant deferral / active EE | $5,001 | $3,641+37.4% | $4,487+11.5% | $3,952+26.6% |
| Admin fee / account holder | $4,979 | $8,188-39.2% | $7,964-37.5% | $6,260-20.5% |