Filed June 28, 2006 (most recent of 2 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $250,131 | $115,770+116.1% | $101,248+147.0% | $158,922+57.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.20% | 56.14%-39.9pp | 46.47%-30.3pp | 302.83%-286.6pp |
| Employer contribution / active EE | $15,721 | $4,175+276.6% | $3,660+329.6% | $4,761+230.2% |
| Participant deferral / active EE | $7,276 | $4,957+46.8% | $4,370+66.5% | $5,982+21.6% |
| Admin fee / account holder | $23,822 | $7,245+228.8% | $5,945+300.7% | $11,246+111.8% |