Filed September 19, 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 | $172,846 | $135,635+27.4% | $110,238+56.8% | $135,375+27.7% |
| Participation rate | 77.8% | 83.5%-5.7pp | 79.8%-2.0pp | 82.6%-4.9pp |
| Annual return | -3.50% | 513.19%-516.7pp | 314.74%-318.2pp | 519.73%-523.2pp |
| Employer contribution / active EE | $2,464 | $4,906-49.8% | $3,826-35.6% | $4,779-48.4% |
| Participant deferral / active EE | $5,286 | $5,506-4.0% | $4,672+13.1% | $5,609-5.8% |
| Admin fee / account holder | $21,522 | $11,457+87.9% | $8,547+151.8% | $10,827+98.8% |