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 | $56,783 | $76,552-25.8% | $123,892-54.2% | $62,891-9.7% |
| Participation rate | 82.6% | 73.0%+9.6pp | 81.4%+1.2pp | 69.3%+13.3pp |
| Annual return | 7.17% | 18.68%-11.5pp | 47.52%-40.3pp | 20.14%-13.0pp |
| Employer contribution / active EE | $2,812 | $2,883-2.4% | $4,617-39.1% | $2,281+23.3% |
| Participant deferral / active EE | $5,868 | $4,840+21.2% | $5,984-1.9% | $3,203+83.2% |
| Admin fee / account holder | $1,485 | $4,826-69.2% | $8,357-82.2% | $4,296-65.4% |