Filed October 11, 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 | $64,156 | $85,766-25.2% | $136,294-52.9% | $70,131-8.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.80% | 31.45%-15.7pp | 5155.94%-5140.1pp | 73.14%-57.3pp |
| Employer contribution / active EE | $2,787 | $2,966-6.0% | $4,695-40.6% | $2,342+19.0% |
| Participant deferral / active EE | $4,427 | $5,051-12.4% | $6,247-29.1% | $3,332+32.9% |
| Admin fee / account holder | $1,520 | $5,420-72.0% | $9,243-83.6% | $4,645-67.3% |