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 | $118,726 | $96,305+23.3% | $80,569+47.4% | $139,434-14.9% |
| Participation rate | 94.7% | 73.6%+21.1pp | 67.0%+27.7pp | 80.3%+14.4pp |
| Annual return | 12.39% | 1350.08%-1337.7pp | 935.43%-923.0pp | 372.94%-360.6pp |
| Employer contribution / active EE | $1,834 | $3,262-43.8% | $2,723-32.7% | $4,751-61.4% |
| Participant deferral / active EE | $2,802 | $5,232-46.4% | $4,447-37.0% | $6,710-58.2% |
| Admin fee / account holder | $2,073 | $6,599-68.6% | $5,377-61.4% | $11,403-81.8% |