Filed May 10, 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 | $92,097 | $54,350+69.5% | $82,719+11.3% | $68,494+34.5% |
| Participation rate | 94.1% | 63.9%+30.2pp | 72.6%+21.6pp | 67.9%+26.2pp |
| Annual return | -19.14% | -13.67%-5.5pp | 701.18%-720.3pp | -7.84%-11.3pp |
| Employer contribution / active EE | $5,618 | $2,218+153.3% | $3,009+86.7% | $2,596+116.4% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,395-100.0% | $4,027-100.0% |
| Admin fee / account holder | $6,554 | $4,395+49.1% | $5,329+23.0% | $5,403+21.3% |