Filed February 2, 2006 (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 | $125,946 | $109,327+15.2% | $89,391+40.9% | $158,922-20.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 17.11% | 345.68%-328.6pp | 245.62%-228.5pp | 302.83%-285.7pp |
| Employer contribution / active EE | $2,662 | $3,170-16.0% | $2,586+2.9% | $4,761-44.1% |
| Participant deferral / active EE | $4,819 | $4,598+4.8% | $3,890+23.9% | $5,982-19.4% |
| Admin fee / account holder | $785 | $6,153-87.2% | $4,881-83.9% | $11,246-93.0% |