Filed November 13, 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 | $216,150 | $138,044+56.6% | $125,339+72.5% | $134,475+60.7% |
| Participation rate | 86.7% | 84.5%+2.2pp | 82.4%+4.3pp | 81.2%+5.4pp |
| Annual return | -13.94% | 750.33%-764.3pp | 572.05%-586.0pp | 417.96%-431.9pp |
| Employer contribution / active EE | $15,727 | $5,243+199.9% | $4,814+226.7% | $4,740+231.8% |
| Participant deferral / active EE | $10,856 | $7,799+39.2% | $7,446+45.8% | $6,400+69.6% |
| Admin fee / account holder | $2,296 | $11,571-80.2% | $10,010-77.1% | $11,426-79.9% |