Filed July 22, 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 | $127,009 | $144,119-11.9% | $117,854+7.8% | $147,584-13.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 12.18% | 531.15%-519.0pp | 335.08%-322.9pp | 578.55%-566.4pp |
| Employer contribution / active EE | $1,937 | $4,896-60.4% | $3,786-48.8% | $4,876-60.3% |
| Participant deferral / active EE | $9,579 | $5,316+80.2% | $4,482+113.7% | $5,439+76.1% |
| Admin fee / account holder | $962 | $10,886-91.2% | $8,020-88.0% | $10,885-91.2% |