Filed June 17, 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 | $39,156 | $56,199-30.3% | $67,652-42.1% | $59,632-34.3% |
| Participation rate | 95.3% | 71.5%+23.8pp | 75.7%+19.6pp | 68.7%+26.6pp |
| Annual return | 2.23% | 18505.31%-18503.1pp | 6625.04%-6622.8pp | 2041.28%-2039.1pp |
| Employer contribution / active EE | $1,163 | $1,614-28.0% | $2,266-48.7% | $2,203-47.2% |
| Participant deferral / active EE | $2,443 | $2,844-14.1% | $3,560-31.4% | $3,192-23.4% |
| Admin fee / account holder | $1,728 | $3,958-56.4% | $4,821-64.2% | $4,297-59.8% |