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 | $190,478 | $154,117+23.6% | $129,995+46.5% | $139,434+36.6% |
| Participation rate | 84.2% | 82.0%+2.3pp | 78.5%+5.7pp | 80.3%+3.9pp |
| Annual return | 11.10% | 32.48%-21.4pp | -137.18%+148.3pp | 372.94%-361.8pp |
| Employer contribution / active EE | $2,519 | $5,289-52.4% | $4,320-41.7% | $4,751-47.0% |
| Participant deferral / active EE | $4,002 | $6,710-40.4% | $5,820-31.2% | $6,710-40.4% |
| Admin fee / account holder | $2,610 | $14,007-81.4% | $10,614-75.4% | $11,403-77.1% |