Filed May 16, 2006 (most recent of 2 filings on file)
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 | $65,467 | $91,190-28.2% | $178,490-63.3% | $79,858-18.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 12.55% | 24.19%-11.6pp | 151.07%-138.5pp | 31.71%-19.2pp |
| Employer contribution / active EE | $2,558 | $3,256-21.4% | $5,011-48.9% | $2,471+3.5% |
| Participant deferral / active EE | $5,126 | $3,236+58.4% | $5,202-1.5% | $3,740+37.1% |
| Admin fee / account holder | $3,359 | $6,751-50.2% | $13,984-76.0% | $5,306-36.7% |