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 | $114,033 | $105,998+7.6% | $92,233+23.6% | $147,584-22.7% |
| Participation rate | 95.7% | 80.4%+15.2pp | 76.5%+19.2pp | 82.8%+12.8pp |
| Annual return | 13.32% | 50.05%-36.7pp | 176.28%-163.0pp | 578.55%-565.2pp |
| Employer contribution / active EE | $2,904 | $4,333-33.0% | $3,679-21.1% | $4,876-40.4% |
| Participant deferral / active EE | $4,468 | $4,478-0.2% | $3,897+14.7% | $5,439-17.8% |
| Admin fee / account holder | $1,750 | $6,332-72.4% | $5,194-66.3% | $10,885-83.9% |