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 | $174,457 | $67,331+159.1% | $60,874+186.6% | $134,475+29.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -17.32% | 49.93%-67.3pp | 16.90%-34.2pp | 417.96%-435.3pp |
| Employer contribution / active EE | $17,955 | $3,096+479.9% | $2,701+564.7% | $4,740+278.8% |
| Participant deferral / active EE | $6,154 | $4,538+35.6% | $3,817+61.2% | $6,400-3.8% |
| Admin fee / account holder | $1,395 | $4,582-69.5% | $3,224-56.7% | $11,426-87.8% |