Filed August 11, 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 | $160,706 | $176,662-9.0% | $130,648+23.0% | $152,861+5.1% |
| Participation rate | 87.5% | 79.0%+8.5pp | 71.7%+15.8pp | 82.4%+5.1pp |
| Annual return | 19.94% | 2692.24%-2672.3pp | 1708.96%-1689.0pp | 345.32%-325.4pp |
| Employer contribution / active EE | $4,596 | $5,742-20.0% | $4,092+12.3% | $4,762-3.5% |
| Participant deferral / active EE | $7,690 | $4,361+76.3% | $3,603+113.4% | $5,850+31.4% |
| Admin fee / account holder | $3,299 | $7,133-53.7% | $5,464-39.6% | $11,596-71.6% |