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 | $249,554 | $97,757+155.3% | $83,848+197.6% | $135,375+84.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.87% | 1287.37%-1294.2pp | 850.88%-857.7pp | 519.73%-526.6pp |
| Employer contribution / active EE | $30,500 | $4,222+622.5% | $3,631+740.0% | $4,779+538.2% |
| Participant deferral / active EE | $24,500 | $4,682+423.3% | $4,082+500.3% | $5,609+336.8% |
| Admin fee / account holder | $2,616 | $6,674-60.8% | $5,478-52.2% | $10,827-75.8% |