Filed August 30, 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 | $97,500 | $105,998-8.0% | $92,233+5.7% | $147,584-33.9% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 19.34% | 50.05%-30.7pp | 176.28%-156.9pp | 578.55%-559.2pp |
| Employer contribution / active EE | $1,414 | $4,333-67.4% | $3,679-61.6% | $4,876-71.0% |
| Participant deferral / active EE | $6,034 | $4,478+34.8% | $3,897+54.9% | $5,439+10.9% |
| Admin fee / account holder | $848 | $6,332-86.6% | $5,194-83.7% | $10,885-92.2% |