Filed October 25, 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 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $60,201 | $165,335-63.6% | $149,696-59.8% | $158,922-62.1% |
| Participation rate | 86.4% | 84.6%+1.8pp | 82.5%+3.9pp | 82.0%+4.4pp |
| Annual return | -8.33% | 348.15%-356.5pp | 276.60%-284.9pp | 302.83%-311.2pp |
| Employer contribution / active EE | $270 | $5,103-94.7% | $4,644-94.2% | $4,761-94.3% |
| Participant deferral / active EE | $2,138 | $7,181-70.2% | $6,842-68.8% | $5,982-64.3% |
| Admin fee / account holder | $1,550 | $10,807-85.7% | $9,309-83.3% | $11,246-86.2% |