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.)
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 | $68,037 | $72,492-6.1% | $87,100-21.9% | $72,985-6.8% |
| Participation rate | 71.9% | 72.8%-0.9pp | 76.9%-5.0pp | 69.5%+2.4pp |
| Annual return | 10.70% | 24.46%-13.8pp | 28.19%-17.5pp | 81.00%-70.3pp |
| Employer contribution / active EE | $484 | $1,894-74.5% | $2,521-80.8% | $2,440-80.2% |
| Participant deferral / active EE | $3,838 | $3,270+17.4% | $4,049-5.2% | $3,607+6.4% |
| Admin fee / account holder | $422 | $5,055-91.6% | $7,497-94.4% | $5,124-91.8% |