Filed December 14, 2005 (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 | $181,854 | $84,696+114.7% | $75,696+140.2% | $167,490+8.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 18.18% | 199.36%-181.2pp | 104.53%-86.4pp | 478.56%-460.4pp |
| Employer contribution / active EE | $17,543 | $3,230+443.2% | $2,743+539.6% | $4,837+262.6% |
| Participant deferral / active EE | $6,372 | $4,580+39.1% | $3,821+66.7% | $6,341+0.5% |
| Admin fee / account holder | $1,177 | $5,355-78.0% | $3,619-67.5% | $12,309-90.4% |