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 | $293,818 | $114,381+156.9% | $107,525+173.3% | $142,382+106.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.05% | 242.71%-224.7pp | 181.32%-163.3pp | 217.08%-199.0pp |
| Employer contribution / active EE | $15,084 | $4,015+275.7% | $3,754+301.9% | $4,299+250.9% |
| Participant deferral / active EE | $10,945 | $5,564+96.7% | $5,116+114.0% | $6,507+68.2% |
| Admin fee / account holder | $1,226 | $9,860-87.6% | $8,919-86.3% | $12,624-90.3% |