Filed July 21, 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 | $34,902 | $183,519-81.0% | $155,509-77.6% | $145,922-76.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.07% | 61.17%-40.1pp | 64.67%-43.6pp | 561.29%-540.2pp |
| Employer contribution / active EE | $3,158 | $5,313-40.6% | $4,672-32.4% | $4,660-32.2% |
| Participant deferral / active EE | $6,443 | $6,462-0.3% | $5,626+14.5% | $6,688-3.7% |
| Admin fee / account holder | $734 | $19,313-96.2% | $15,912-95.4% | $13,397-94.5% |