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 | $151,365 | $58,208+160.0% | $81,812+85.0% | $80,856+87.2% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 14.58% | 41.66%-27.1pp | 773.79%-759.2pp | 35.59%-21.0pp |
| Employer contribution / active EE | $5,255 | $2,340+124.6% | $2,912+80.4% | $2,755+90.7% |
| Participant deferral / active EE | $6,676 | $3,281+103.5% | $4,319+54.6% | $4,296+55.4% |
| Admin fee / account holder | $6,156 | $4,981+23.6% | $7,386-16.7% | $6,918-11.0% |