Filed May 10, 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 | $156,665 | $181,894-13.9% | $156,549+0.1% | $273,961-42.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.66% | 30.74%-23.1pp | 32.23%-24.6pp | 41.45%-33.8pp |
| Employer contribution / active EE | $6,250 | $6,2480% | $5,501+13.6% | $4,869+28.4% |
| Participant deferral / active EE | $6,923 | $5,550+24.7% | $4,871+42.1% | $5,287+30.9% |
| Admin fee / account holder | $9,353 | $15,559-39.9% | $13,027-28.2% | $10,132-7.7% |