Filed July 26, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $31,191 | $97,757-68.1% | $83,848-62.8% | $135,375-77.0% |
| Participation rate | 78.6% | 80.0%-1.4pp | 76.1%+2.4pp | 82.6%-4.1pp |
| Annual return | -9.38% | 1287.37%-1296.7pp | 850.88%-860.3pp | 519.73%-529.1pp |
| Employer contribution / active EE | $674 | $4,222-84.0% | $3,631-81.4% | $4,779-85.9% |
| Participant deferral / active EE | $1,829 | $4,682-60.9% | $4,082-55.2% | $5,609-67.4% |
| Admin fee / account holder | $976 | $6,674-85.4% | $5,478-82.2% | $10,827-91.0% |