Filed October 18, 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 | $52,401 | $46,869+11.8% | $122,332-57.2% | $70,131-25.3% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 20.17% | 24.22%-4.1pp | 30.27%-10.1pp | 73.14%-53.0pp |
| Employer contribution / active EE | $1,737 | $1,288+34.9% | $4,050-57.1% | $2,342-25.9% |
| Participant deferral / active EE | $7,773 | $2,166+258.8% | $3,287+136.5% | $3,332+133.3% |
| Admin fee / account holder | $342 | $3,322-89.7% | $5,478-93.8% | $4,645-92.6% |