Filed January 6, 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 | $157,071 | $100,852+55.7% | $90,404+73.7% | $158,922-1.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.29% | 1724.20%-1708.9pp | 1293.02%-1277.7pp | 302.83%-287.5pp |
| Employer contribution / active EE | $5,047 | $3,689+36.8% | $3,262+54.7% | $4,761+6.0% |
| Participant deferral / active EE | $6,434 | $4,348+48.0% | $3,963+62.3% | $5,982+7.6% |
| Admin fee / account holder | $16,604 | $6,501+155.4% | $5,611+195.9% | $11,246+47.6% |