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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,178 | $90,600-31.4% | $79,464-21.8% | $135,375-54.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 11.06% | 977.43%-966.4pp | 718.14%-707.1pp | 519.73%-508.7pp |
| Employer contribution / active EE | $15,955 | $3,068+420.1% | $2,800+469.7% | $4,779+233.9% |
| Participant deferral / active EE | $13,737 | $4,050+239.2% | $3,704+270.9% | $5,609+144.9% |
| Admin fee / account holder | $1,810 | $5,907-69.4% | $5,113-64.6% | $10,827-83.3% |