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 | $19,815 | $85,202-76.7% | $172,739-88.5% | $72,985-72.9% |
| Participation rate | 71.0% | 70.1%+0.9pp | 82.6%-11.7pp | 69.5%+1.5pp |
| Annual return | 11.69% | 27.32%-15.6pp | 802.84%-791.1pp | 81.00%-69.3pp |
| Employer contribution / active EE | $982 | $3,324-70.5% | $5,143-80.9% | $2,440-59.8% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,607-100.0% |
| Admin fee / account holder | $618 | $5,884-89.5% | $13,954-95.6% | $5,124-87.9% |