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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $16,530 | $84,233-80.4% | $170,442-90.3% | $70,131-76.4% |
| Participation rate | 74.2% | 70.8%+3.4pp | 83.6%-9.4pp | 69.5%+4.7pp |
| Annual return | 10.76% | 23.06%-12.3pp | 205.93%-195.2pp | 73.14%-62.4pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,201 | $3,086-61.1% | $4,939-75.7% | $3,332-64.0% |
| Admin fee / account holder | $1,845 | $5,698-67.6% | $13,880-86.7% | $4,645-60.3% |