Filed July 19, 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 | $67,014 | $109,359-38.7% | $162,163-58.7% | $72,985-8.2% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 25.09% | 25.46%-0.4pp | 115.59%-90.5pp | 81.00%-55.9pp |
| Employer contribution / active EE | $2,220 | $3,907-43.2% | $5,614-60.5% | $2,440-9.0% |
| Participant deferral / active EE | $5,247 | $5,481-4.3% | $7,298-28.1% | $3,607+45.5% |
| Admin fee / account holder | $2,267 | $7,972-71.6% | $10,843-79.1% | $5,124-55.8% |