Filed July 12, 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 | $145,533 | $91,190+59.6% | $178,490-18.5% | $79,858+82.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 11.82% | 24.19%-12.4pp | 151.07%-139.3pp | 31.71%-19.9pp |
| Employer contribution / active EE | $2,007 | $3,256-38.4% | $5,011-59.9% | $2,471-18.8% |
| Participant deferral / active EE | $4,733 | $3,236+46.3% | $5,202-9.0% | $3,740+26.6% |
| Admin fee / account holder | $13,181 | $6,751+95.3% | $13,984-5.7% | $5,306+148.4% |