Filed August 29, 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 | $122,266 | $86,929+40.6% | $102,423+19.4% | $80,856+51.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 16.69% | 18.88%-2.2pp | 29.32%-12.6pp | 35.59%-18.9pp |
| Employer contribution / active EE | $2,278 | $2,369-3.9% | $3,023-24.6% | $2,755-17.3% |
| Participant deferral / active EE | $4,441 | $4,118+7.8% | $5,053-12.1% | $4,296+3.4% |
| Admin fee / account holder | $6,921 | $8,049-14.0% | $9,451-26.8% | $6,9180% |