Filed January 23, 2006 (most recent of 2 filings on file)
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 | $52,980 | $87,013-39.1% | $106,213-50.1% | $80,856-34.5% |
| Participation rate | 94.1% | 70.4%+23.7pp | 75.3%+18.8pp | 67.6%+26.5pp |
| Annual return | 14.00% | 17.05%-3.1pp | 116.14%-102.1pp | 35.59%-21.6pp |
| Employer contribution / active EE | $3,579 | $2,395+49.4% | $3,171+12.8% | $2,755+29.9% |
| Participant deferral / active EE | $5,418 | $3,986+35.9% | $5,016+8.0% | $4,296+26.1% |
| Admin fee / account holder | $4,331 | $8,431-48.6% | $11,033-60.7% | $6,918-37.4% |