Filed July 14, 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 | $32,452 | $54,726-40.7% | $68,793-52.8% | $64,186-49.4% |
| Participation rate | 90.7% | 68.0%+22.7pp | 72.2%+18.5pp | 69.6%+21.1pp |
| Annual return | -5.95% | -1.62%-4.3pp | -4.63%-1.3pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,663 | $1,846-9.9% | $2,625-36.7% | $2,381-30.2% |
| Participant deferral / active EE | $2,470 | $2,626-6.0% | $3,311-25.4% | $3,470-28.8% |
| Admin fee / account holder | $3,274 | $4,027-18.7% | $5,131-36.2% | $4,888-33.0% |