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 | $175,554 | $109,817+59.9% | $98,442+78.3% | $167,490+4.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 17.58% | 1956.69%-1939.1pp | 1492.73%-1475.1pp | 478.56%-461.0pp |
| Employer contribution / active EE | $5,170 | $3,224+60.4% | $2,960+74.7% | $4,837+6.9% |
| Participant deferral / active EE | $6,865 | $4,673+46.9% | $4,276+60.5% | $6,341+8.3% |
| Admin fee / account holder | $2,328 | $6,753-65.5% | $5,949-60.9% | $12,309-81.1% |