Filed July 20, 2006 (most recent of 4 filings on file)
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,944 | $79,523-52.3% | $140,016-72.9% | $56,287-32.6% |
| Participation rate | 91.1% | 85.7%+5.4pp | 87.5%+3.6pp | 69.9%+21.2pp |
| Annual return | -1.52% | 2.39%-3.9pp | 651.12%-652.6pp | -9.96%+8.4pp |
| Employer contribution / active EE | $2,442 | $3,350-27.1% | $5,606-56.4% | $2,111+15.7% |
| Participant deferral / active EE | $3,363 | $5,129-34.4% | $6,927-51.4% | $3,350+0.4% |
| Admin fee / account holder | $3,147 | $614+412.2% | $10,705-70.6% | $521+504.0% |