Filed June 6, 2006 (most recent of 2 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 4-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 | $110,696 | $106,584+3.9% | $101,326+9.2% | $142,382-22.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 15.71% | 36.93%-21.2pp | 36.82%-21.1pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,898 | $3,956-26.7% | $3,665-20.9% | $4,299-32.6% |
| Participant deferral / active EE | $12,743 | $8,297+53.6% | $7,994+59.4% | $6,507+95.8% |
| Admin fee / account holder | $4,865 | $11,446-57.5% | $11,185-56.5% | $12,624-61.5% |