Filed August 5, 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 | $55,328 | $62,586-11.6% | $76,768-27.9% | $64,186-13.8% |
| Participation rate | 75.0% | 72.8%+2.2pp | 77.0%-2.0pp | 69.6%+5.4pp |
| Annual return | -1.59% | -1.95%+0.4pp | 2.43%-4.0pp | 7.63%-9.2pp |
| Employer contribution / active EE | $491 | $1,832-73.2% | $2,485-80.3% | $2,381-79.4% |
| Participant deferral / active EE | $3,596 | $3,145+14.4% | $3,852-6.6% | $3,470+3.6% |
| Admin fee / account holder | $771 | $4,667-83.5% | $6,675-88.5% | $4,888-84.2% |