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 | $130,455 | $57,281+127.7% | $86,612+50.6% | $75,163+73.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 18.06% | 2670.75%-2652.7pp | 591.07%-573.0pp | 160.62%-142.6pp |
| Employer contribution / active EE | $5,240 | $2,314+126.4% | $3,022+73.4% | $2,670+96.3% |
| Participant deferral / active EE | $7,050 | $3,318+112.5% | $4,438+58.9% | $4,125+70.9% |
| Admin fee / account holder | $9,370 | $4,112+127.9% | $5,614+66.9% | $5,651+65.8% |