Filed July 6, 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 | $242,259 | $89,753+169.9% | $107,525+125.3% | $84,808+185.7% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 16.16% | 29.48%-13.3pp | 181.32%-165.2pp | 40.90%-24.7pp |
| Employer contribution / active EE | $2,931 | $3,113-5.9% | $3,754-21.9% | $2,631+11.4% |
| Participant deferral / active EE | $8,514 | $4,056+109.9% | $5,116+66.4% | $4,212+102.2% |
| Admin fee / account holder | $7,094 | $7,222-1.8% | $8,919-20.5% | $7,344-3.4% |