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.)
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $357,749 | $148,534+140.9% | $135,903+163.2% | $139,434+156.6% |
| Participation rate | 92.3% | 83.9%+8.5pp | 81.9%+10.4pp | 80.3%+12.0pp |
| Annual return | -13.34% | 79.19%-92.5pp | 68.23%-81.6pp | 372.94%-386.3pp |
| Employer contribution / active EE | $13,553 | $5,243+158.5% | $4,856+179.1% | $4,751+185.3% |
| Participant deferral / active EE | $13,497 | $8,100+66.6% | $7,758+74.0% | $6,710+101.1% |
| Admin fee / account holder | $4,959 | $12,400-60.0% | $10,762-53.9% | $11,403-56.5% |