Filed August 29, 2006 (most recent of 4 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,311 | $89,753-32.8% | $107,525-43.9% | $84,808-28.9% |
| Participation rate | 87.8% | 68.1%+19.7pp | 75.1%+12.7pp | 68.3%+19.4pp |
| Annual return | 20.11% | 29.48%-9.4pp | 181.32%-161.2pp | 40.90%-20.8pp |
| Employer contribution / active EE | $3,354 | $3,113+7.7% | $3,754-10.7% | $2,631+27.5% |
| Participant deferral / active EE | $5,524 | $4,056+36.2% | $5,116+8.0% | $4,212+31.2% |
| Admin fee / account holder | $3,543 | $7,222-50.9% | $8,919-60.3% | $7,344-51.8% |