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 | $165,889 | $101,724+63.1% | $164,813+0.7% | $80,856+105.2% |
| Participation rate | 78.6% | 71.8%+6.7pp | 78.6%0pp | 67.6%+10.9pp |
| Annual return | 10.70% | 16.72%-6.0pp | 69.93%-59.2pp | 35.59%-24.9pp |
| Employer contribution / active EE | $3,688 | $2,953+24.9% | $4,341-15.0% | $2,755+33.9% |
| Participant deferral / active EE | $3,932 | $4,477-12.2% | $6,031-34.8% | $4,296-8.5% |
| Admin fee / account holder | $6,020 | $8,227-26.8% | $12,690-52.6% | $6,918-13.0% |