Filed July 12, 2006 (most recent of 2 filings on file)
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,583 | $102,382-54.5% | $147,005-68.3% | $80,874-42.4% |
| Participation rate | 95.7% | 75.8%+19.8pp | 82.2%+13.5pp | 67.6%+28.0pp |
| Annual return | 13.35% | 134.89%-121.5pp | 418.76%-405.4pp | 35.62%-22.3pp |
| Employer contribution / active EE | $1,819 | $3,715-51.0% | $4,934-63.1% | $2,756-34.0% |
| Participant deferral / active EE | $6,709 | $6,646+0.9% | $8,070-16.9% | $4,297+56.1% |
| Admin fee / account holder | $1,645 | $7,942-79.3% | $13,006-87.4% | $6,935-76.3% |