Filed August 4, 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 | $78,879 | $127,065-37.9% | $113,168-30.3% | $142,382-44.6% |
| Participation rate | 94.1% | 79.2%+14.9pp | 76.6%+17.6pp | 80.1%+14.0pp |
| Annual return | 20.83% | 24.03%-3.2pp | 24.27%-3.4pp | 217.08%-196.2pp |
| Employer contribution / active EE | $2,858 | $3,442-17.0% | $2,975-4.0% | $4,299-33.5% |
| Participant deferral / active EE | $5,170 | $5,716-9.5% | $5,107+1.2% | $6,507-20.5% |
| Admin fee / account holder | $30,827 | $15,736+95.9% | $12,068+155.5% | $12,624+144.2% |