Filed February 1, 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 | $67,752 | $77,145-12.2% | $108,410-37.5% | $85,850-21.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 13.91% | 44.54%-30.6pp | 905.27%-891.4pp | 318.53%-304.6pp |
| Employer contribution / active EE | $8,570 | $2,379+260.2% | $3,558+140.8% | $2,565+234.1% |
| Participant deferral / active EE | $3,800 | $5,566-31.7% | $6,563-42.1% | $3,952-3.8% |
| Admin fee / account holder | $790 | $5,172-84.7% | $7,295-89.2% | $6,260-87.4% |