Filed October 27, 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,433 | $122,239-53.8% | $184,203-69.4% | $74,495-24.2% |
| Participation rate | 78.0% | 85.5%-7.5pp | 86.8%-8.8pp | 67.2%+10.8pp |
| Annual return | 24.54% | 19.95%+4.6pp | 28.81%-4.3pp | 1364.94%-1340.4pp |
| Employer contribution / active EE | $3,088 | $4,537-32.0% | $6,427-52.0% | $2,623+17.7% |
| Participant deferral / active EE | $6,101 | $7,139-14.5% | $9,131-33.2% | $4,346+40.4% |
| Admin fee / account holder | $8,938 | $1,260+609.5% | $13,901-35.7% | $1,942+360.3% |