Filed December 28, 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 9-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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,583 | $84,233-72.0% | $170,442-86.2% | $70,131-66.4% |
| Participation rate | 88.6% | 70.8%+17.8pp | 83.6%+5.0pp | 69.5%+19.1pp |
| Annual return | 5.50% | 23.06%-17.6pp | 205.93%-200.4pp | 73.14%-67.6pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,634 | $3,086-47.1% | $4,939-66.9% | $3,332-51.0% |
| Admin fee / account holder | $5,471 | $5,698-4.0% | $13,880-60.6% | $4,645+17.8% |