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 | $268,320 | $124,281+115.9% | $109,143+145.8% | $167,490+60.2% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 10.50% | 26.04%-15.5pp | 25.75%-15.3pp | 478.56%-468.1pp |
| Employer contribution / active EE | $12,288 | $4,207+192.1% | $3,722+230.2% | $4,837+154.0% |
| Participant deferral / active EE | $5,514 | $5,255+4.9% | $4,653+18.5% | $6,341-13.0% |
| Admin fee / account holder | $31,470 | $7,970+294.9% | $6,752+366.1% | $12,309+155.7% |