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.)
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 | $95,102 | $58,208+63.4% | $81,812+16.2% | $80,856+17.6% |
| Participation rate | 96.7% | 63.4%+33.3pp | 72.3%+24.3pp | 67.6%+29.0pp |
| Annual return | 9.71% | 41.66%-32.0pp | 773.79%-764.1pp | 35.59%-25.9pp |
| Employer contribution / active EE | $2,243 | $2,340-4.1% | $2,912-23.0% | $2,755-18.6% |
| Participant deferral / active EE | $3,333 | $3,281+1.6% | $4,319-22.8% | $4,296-22.4% |
| Admin fee / account holder | $4,051 | $4,981-18.7% | $7,386-45.2% | $6,918-41.4% |