Filed June 14, 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 | $140,597 | $140,5780% | $100,671+39.7% | $125,391+12.1% |
| Participation rate | 95.8% | 80.4%+15.4pp | 70.7%+25.1pp | 83.2%+12.6pp |
| Annual return | -2.09% | 24.67%-26.8pp | 20.43%-22.5pp | 282.22%-284.3pp |
| Employer contribution / active EE | $2,719 | $5,965-54.4% | $4,012-32.2% | $4,866-44.1% |
| Participant deferral / active EE | $4,412 | $3,981+10.8% | $3,144+40.3% | $5,352-17.6% |
| Admin fee / account holder | $4,418 | $6,716-34.2% | $4,850-8.9% | $9,540-53.7% |