Filed June 16, 2006 (most recent of 2 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $73,129 | $72,492+0.9% | $87,100-16.0% | $72,985+0.2% |
| Participation rate | 96.8% | 72.8%+24.0pp | 76.9%+19.9pp | 69.5%+27.3pp |
| Annual return | 10.46% | 24.46%-14.0pp | 28.19%-17.7pp | 81.00%-70.5pp |
| Employer contribution / active EE | $1,902 | $1,894+0.4% | $2,521-24.6% | $2,440-22.0% |
| Participant deferral / active EE | $3,551 | $3,270+8.6% | $4,049-12.3% | $3,607-1.6% |
| Admin fee / account holder | $9,561 | $5,055+89.1% | $7,497+27.5% | $5,124+86.6% |