Filed August 2, 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 | $58,967 | $70,475-16.3% | $100,516-41.3% | $79,858-26.2% |
| Participation rate | 97.3% | 73.7%+23.6pp | 79.4%+17.9pp | 69.6%+27.7pp |
| Annual return | 31.29% | 21.90%+9.4pp | 30.89%+0.4pp | 31.71%-0.4pp |
| Employer contribution / active EE | $3,901 | $2,165+80.2% | $3,418+14.1% | $2,471+57.9% |
| Participant deferral / active EE | $2,593 | $5,181-49.9% | $6,270-58.6% | $3,740-30.7% |
| Admin fee / account holder | $6,727 | $4,478+50.2% | $8,081-16.8% | $5,306+26.8% |