Filed September 1, 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 | $108,832 | $99,341+9.6% | $84,750+28.4% | $273,961-60.3% |
| Participation rate | 82.6% | 80.7%+1.9pp | 76.6%+6.0pp | 83.0%-0.4pp |
| Annual return | 10.97% | 22.93%-12.0pp | 22.78%-11.8pp | 41.45%-30.5pp |
| Employer contribution / active EE | $2,734 | $4,214-35.1% | $3,574-23.5% | $4,869-43.8% |
| Participant deferral / active EE | $4,256 | $4,269-0.3% | $3,712+14.7% | $5,287-19.5% |
| Admin fee / account holder | $1,439 | $6,644-78.3% | $5,332-73.0% | $10,132-85.8% |