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 | $196,432 | $109,413+79.5% | $156,263+25.7% | $84,808+131.6% |
| Participation rate | 82.1% | 72.7%+9.5pp | 78.9%+3.2pp | 68.3%+13.8pp |
| Annual return | 12.59% | 20.18%-7.6pp | 59.47%-46.9pp | 40.90%-28.3pp |
| Employer contribution / active EE | $953 | $2,907-67.2% | $4,333-78.0% | $2,631-63.8% |
| Participant deferral / active EE | $4,297 | $4,590-6.4% | $6,158-30.2% | $4,212+2.0% |
| Admin fee / account holder | $3,207 | $9,357-65.7% | $14,255-77.5% | $7,344-56.3% |