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 | $119,179 | $144,119-17.3% | $117,854+1.1% | $147,584-19.2% |
| Participation rate | 89.5% | 83.4%+6.1pp | 79.7%+9.8pp | 82.8%+6.6pp |
| Annual return | 15.48% | 531.15%-515.7pp | 335.08%-319.6pp | 578.55%-563.1pp |
| Employer contribution / active EE | $3,724 | $4,896-23.9% | $3,786-1.6% | $4,876-23.6% |
| Participant deferral / active EE | $8,321 | $5,316+56.5% | $4,482+85.7% | $5,439+53.0% |
| Admin fee / account holder | $3,551 | $10,886-67.4% | $8,020-55.7% | $10,885-67.4% |