Filed July 20, 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 | $50,036 | $57,828-13.5% | $117,039-57.2% | $70,131-28.7% |
| Participation rate | 96.1% | 67.1%+28.9pp | 77.2%+18.9pp | 69.5%+26.5pp |
| Annual return | 15.03% | 17.55%-2.5pp | 18.95%-3.9pp | 73.14%-58.1pp |
| Employer contribution / active EE | $869 | $1,816-52.1% | $3,785-77.0% | $2,342-62.9% |
| Participant deferral / active EE | $2,304 | $2,438-5.5% | $3,929-41.4% | $3,332-30.8% |
| Admin fee / account holder | $1,009 | $3,548-71.6% | $5,974-83.1% | $4,645-78.3% |