Filed May 8, 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 | $106,515 | $131,829-19.2% | $108,579-1.9% | $273,961-61.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 28.37% | -91.57%+119.9pp | -51.70%+80.1pp | 41.45%-13.1pp |
| Employer contribution / active EE | $4,874 | $4,912-0.8% | $3,758+29.7% | $4,869+0.1% |
| Participant deferral / active EE | $8,955 | $5,127+74.7% | $4,311+107.7% | $5,287+69.4% |
| Admin fee / account holder | $624 | $10,252-93.9% | $7,645-91.8% | $10,132-93.8% |