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 | $147,356 | $114,047+29.2% | $96,139+53.3% | $167,490-12.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 12.20% | 189.88%-177.7pp | 191.94%-179.7pp | 478.56%-466.4pp |
| Employer contribution / active EE | $2,043 | $3,427-40.4% | $2,797-26.9% | $4,837-57.8% |
| Participant deferral / active EE | $3,178 | $5,194-38.8% | $4,349-26.9% | $6,341-49.9% |
| Admin fee / account holder | $2,297 | $6,897-66.7% | $5,537-58.5% | $12,309-81.3% |