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 | $80,142 | $86,286-7.1% | $111,297-28.0% | $85,850-6.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 5.14% | 19.99%-14.8pp | 54.65%-49.5pp | 318.53%-313.4pp |
| Employer contribution / active EE | $2,022 | $2,043-1.0% | $2,731-25.9% | $2,565-21.2% |
| Participant deferral / active EE | $4,453 | $3,641+22.3% | $4,487-0.8% | $3,952+12.7% |
| Admin fee / account holder | $16,516 | $8,188+101.7% | $7,964+107.4% | $6,260+163.8% |