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 | $338,212 | $72,400+367.1% | $67,502+401.0% | $145,922+131.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 16.39% | 7182.46%-7166.1pp | 3512.12%-3495.7pp | 561.29%-544.9pp |
| Employer contribution / active EE | $13,718 | $3,069+346.9% | $2,731+402.3% | $4,660+194.4% |
| Participant deferral / active EE | $16,501 | $4,783+245.0% | $4,000+312.5% | $6,688+146.7% |
| Admin fee / account holder | $76,276 | $5,539+1277.1% | $3,998+1808.0% | $13,397+469.3% |