Filed August 29, 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.
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 | $54,286 | $72,177-24.8% | $115,037-52.8% | $59,632-9.0% |
| Participation rate | 76.6% | 72.6%+4.0pp | 81.4%-4.8pp | 68.7%+7.9pp |
| Annual return | 22.97% | 12.02%+10.9pp | 26.14%-3.2pp | 2041.28%-2018.3pp |
| Employer contribution / active EE | $2,807 | $2,841-1.2% | $4,608-39.1% | $2,203+27.4% |
| Participant deferral / active EE | $5,728 | $4,783+19.8% | $6,026-4.9% | $3,192+79.5% |
| Admin fee / account holder | $3,070 | $4,927-37.7% | $8,175-62.5% | $4,297-28.6% |