Filed June 16, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $146,379 | $135,952+7.7% | $123,892+18.2% | $273,961-46.6% |
| Participation rate | 92.3% | 84.1%+8.2pp | 81.4%+10.9pp | 83.0%+9.3pp |
| Annual return | 6.94% | 56.63%-49.7pp | 47.52%-40.6pp | 41.45%-34.5pp |
| Employer contribution / active EE | $718 | $5,170-86.1% | $4,617-84.5% | $4,869-85.3% |
| Participant deferral / active EE | $7,645 | $6,343+20.5% | $5,984+27.8% | $5,287+44.6% |
| Admin fee / account holder | $3,324 | $9,817-66.1% | $8,357-60.2% | $10,132-67.2% |