Filed March 17, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $126,162 | $68,097+85.3% | $62,929+100.5% | $137,256-8.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 8.32% | 1859.11%-1850.8pp | 1063.93%-1055.6pp | 220.34%-212.0pp |
| Employer contribution / active EE | $5,495 | $2,811+95.5% | $2,505+119.4% | $4,156+32.2% |
| Participant deferral / active EE | $4,141 | $4,553-9.0% | $3,888+6.5% | $6,407-35.4% |
| Admin fee / account holder | $12,162 | $6,521+86.5% | $5,065+140.1% | $12,270-0.9% |