Filed October 14, 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 | $130,969 | $131,829-0.7% | $108,579+20.6% | $273,961-52.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.67% | -91.57%+97.2pp | -51.70%+57.4pp | 41.45%-35.8pp |
| Employer contribution / active EE | $1,602 | $4,912-67.4% | $3,758-57.4% | $4,869-67.1% |
| Participant deferral / active EE | $8,269 | $5,127+61.3% | $4,311+91.8% | $5,287+56.4% |
| Admin fee / account holder | $2,650 | $10,252-74.2% | $7,645-65.3% | $10,132-73.8% |