Filed June 14, 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 | $83,187 | $60,124+38.4% | $90,404-8.0% | $79,858+4.2% |
| Participation rate | 93.5% | 65.0%+28.6pp | 72.7%+20.9pp | 69.6%+23.9pp |
| Annual return | 13.54% | 71.94%-58.4pp | 1293.02%-1279.5pp | 31.71%-18.2pp |
| Employer contribution / active EE | $2,452 | $2,068+18.6% | $3,262-24.8% | $2,471-0.7% |
| Participant deferral / active EE | $2,861 | $2,938-2.6% | $3,963-27.8% | $3,740-23.5% |
| Admin fee / account holder | $3,133 | $3,976-21.2% | $5,611-44.2% | $5,306-41.0% |