Filed June 14, 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $506,534 | $165,335+206.4% | $149,696+238.4% | $158,922+218.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.44% | 348.15%-336.7pp | 276.60%-265.2pp | 302.83%-291.4pp |
| Employer contribution / active EE | $15,758 | $5,103+208.8% | $4,644+239.3% | $4,761+231.0% |
| Participant deferral / active EE | $11,794 | $7,181+64.2% | $6,842+72.4% | $5,982+97.2% |
| Admin fee / account holder | $7,432 | $10,807-31.2% | $9,309-20.2% | $11,246-33.9% |