Filed June 22, 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 | $49,648 | $54,705-9.2% | $71,209-30.3% | $84,808-41.5% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 22.15% | 35.90%-13.7pp | 282.51%-260.4pp | 40.90%-18.7pp |
| Employer contribution / active EE | $3,019 | $2,158+39.9% | $2,721+10.9% | $2,631+14.7% |
| Participant deferral / active EE | $2,410 | $3,030-20.5% | $4,175-42.3% | $4,212-42.8% |
| Admin fee / account holder | $3,118 | $4,863-35.9% | $5,349-41.7% | $7,344-57.5% |