Filed September 19, 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $269,093 | $104,664+157.1% | $85,682+214.1% | $167,490+60.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 15.12% | 21.45%-6.3pp | 21.49%-6.4pp | 478.56%-463.4pp |
| Employer contribution / active EE | $6,586 | $3,337+97.4% | $2,618+151.5% | $4,837+36.1% |
| Participant deferral / active EE | $7,595 | $4,824+57.4% | $3,923+93.6% | $6,341+19.8% |
| Admin fee / account holder | $21,717 | $10,032+116.5% | $6,873+216.0% | $12,309+76.4% |