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 | $97,489 | $65,409+49.0% | $98,442-1.0% | $85,850+13.6% |
| Participation rate | 93.1% | 65.0%+28.1pp | 73.3%+19.8pp | 69.3%+23.8pp |
| Annual return | 15.13% | 21.76%-6.6pp | 1492.73%-1477.6pp | 318.53%-303.4pp |
| Employer contribution / active EE | $2,296 | $2,168+5.9% | $2,960-22.4% | $2,565-10.5% |
| Participant deferral / active EE | $3,345 | $3,166+5.6% | $4,276-21.8% | $3,952-15.4% |
| Admin fee / account holder | $915 | $4,593-80.1% | $5,949-84.6% | $6,260-85.4% |