Filed July 27, 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 | $54,946 | $90,503-39.3% | $78,689-30.2% | $273,961-79.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 12.95% | 75.60%-62.7pp | 62.18%-49.2pp | 41.45%-28.5pp |
| Employer contribution / active EE | $12,447 | $3,176+291.9% | $2,851+336.6% | $4,869+155.6% |
| Participant deferral / active EE | $8,738 | $3,901+124.0% | $3,517+148.5% | $5,287+65.3% |
| Admin fee / account holder | $2,388 | $5,263-54.6% | $4,510-47.1% | $10,132-76.4% |