Filed July 18, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,197 | $90,503-47.9% | $78,689-40.0% | $273,961-82.8% |
| Participation rate | 90.0% | 76.5%+13.5pp | 73.6%+16.4pp | 83.0%+7.0pp |
| Annual return | -0.93% | 75.60%-76.5pp | 62.18%-63.1pp | 41.45%-42.4pp |
| Employer contribution / active EE | $4,574 | $3,176+44.0% | $2,851+60.4% | $4,869-6.1% |
| Participant deferral / active EE | $3,301 | $3,901-15.4% | $3,517-6.1% | $5,287-37.6% |
| Admin fee / account holder | $7,877 | $5,263+49.7% | $4,510+74.6% | $10,132-22.3% |