Filed May 20, 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 | $339,866 | $69,207+391.1% | $64,056+430.6% | $139,434+143.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.97% | 45.88%-26.9pp | 33.69%-14.7pp | 372.94%-354.0pp |
| Employer contribution / active EE | $9,500 | $3,182+198.5% | $2,747+245.9% | $4,751+100.0% |
| Participant deferral / active EE | $14,328 | $4,682+206.1% | $3,880+269.3% | $6,710+113.5% |
| Admin fee / account holder | $35,631 | $4,244+739.6% | $3,068+1061.3% | $11,403+212.5% |