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 | $22,741 | $91,190-75.1% | $178,490-87.3% | $79,858-71.5% |
| Participation rate | 71.0% | 69.2%+1.8pp | 81.9%-11.0pp | 69.6%+1.3pp |
| Annual return | 15.15% | 24.19%-9.0pp | 151.07%-135.9pp | 31.71%-16.6pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $910 | $3,236-71.9% | $5,202-82.5% | $3,740-75.7% |
| Admin fee / account holder | $1,263 | $6,751-81.3% | $13,984-91.0% | $5,306-76.2% |