Filed August 3, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,323 | $52,884-33.2% | $84,750-58.3% | $55,167-36.0% |
| Participation rate | 99.0% | 67.5%+31.5pp | 76.6%+22.4pp | 69.0%+30.0pp |
| Annual return | 4.39% | 18.03%-13.6pp | 22.78%-18.4pp | 169.23%-164.8pp |
| Employer contribution / active EE | $468 | $2,233-79.1% | $3,574-86.9% | $1,963-76.2% |
| Participant deferral / active EE | $3,336 | $2,644+26.2% | $3,712-10.1% | $3,054+9.2% |
| Admin fee / account holder | $954 | $581+64.4% | $5,332-82.1% | $504+89.4% |