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.)
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 | $65,184 | $71,883-9.3% | $86,677-24.8% | $68,494-4.8% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -12.78% | 3.52%-16.3pp | 35.91%-48.7pp | -7.84%-4.9pp |
| Employer contribution / active EE | $2,128 | $2,173-2.1% | $2,836-25.0% | $2,596-18.0% |
| Participant deferral / active EE | $4,566 | $3,779+20.8% | $4,656-1.9% | $4,027+13.4% |
| Admin fee / account holder | $6,478 | $6,112+6.0% | $7,493-13.6% | $5,403+19.9% |