Filed January 6, 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 | $68,883 | $57,281+20.3% | $86,612-20.5% | $75,163-8.4% |
| Participation rate | 96.8% | 63.2%+33.6pp | 71.7%+25.1pp | 67.2%+29.6pp |
| Annual return | 19.59% | 2670.75%-2651.2pp | 591.07%-571.5pp | 160.62%-141.0pp |
| Employer contribution / active EE | $4,861 | $2,314+110.0% | $3,022+60.8% | $2,670+82.1% |
| Participant deferral / active EE | $7,757 | $3,318+133.8% | $4,438+74.8% | $4,125+88.0% |
| Admin fee / account holder | $1,778 | $4,112-56.8% | $5,614-68.3% | $5,651-68.5% |