Filed January 31, 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.)
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 | $62,414 | $102,317-39.0% | $146,958-57.5% | $80,856-22.8% |
| Participation rate | 80.6% | 75.8%+4.7pp | 82.2%-1.6pp | 67.6%+12.9pp |
| Annual return | 11.33% | 134.76%-123.4pp | 418.34%-407.0pp | 35.59%-24.3pp |
| Employer contribution / active EE | $3,534 | $3,713-4.8% | $4,933-28.4% | $2,755+28.3% |
| Participant deferral / active EE | $6,970 | $6,644+4.9% | $8,070-13.6% | $4,296+62.2% |
| Admin fee / account holder | $10,774 | $7,941+35.7% | $12,998-17.1% | $6,918+55.7% |