Filed July 24, 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 | $56,442 | $202,318-72.1% | $172,739-67.3% | $152,861-63.1% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.4%+6.4pp |
| Annual return | 25.88% | 1029.65%-1003.8pp | 802.84%-777.0pp | 345.32%-319.4pp |
| Employer contribution / active EE | $2,601 | $5,856-55.6% | $5,143-49.4% | $4,762-45.4% |
| Participant deferral / active EE | $5,310 | $5,948-10.7% | $5,198+2.2% | $5,850-9.2% |
| Admin fee / account holder | $812 | $17,109-95.3% | $13,954-94.2% | $11,596-93.0% |