Filed April 2, 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 9-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 | $127,785 | $127,386+0.3% | $115,037+11.1% | $125,391+1.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.73% | 31.28%-30.6pp | 26.14%-25.4pp | 282.22%-281.5pp |
| Employer contribution / active EE | $1,323 | $5,166-74.4% | $4,608-71.3% | $4,866-72.8% |
| Participant deferral / active EE | $4,433 | $6,423-31.0% | $6,026-26.4% | $5,352-17.2% |
| Admin fee / account holder | $2,324 | $9,516-75.6% | $8,175-71.6% | $9,540-75.6% |