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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $455,428 | $150,440+202.7% | $136,294+234.2% | $147,584+208.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.81% | 1049.08%-1028.3pp | 5155.94%-5135.1pp | 578.55%-557.7pp |
| Employer contribution / active EE | $5,061 | $5,256-3.7% | $4,695+7.8% | $4,876+3.8% |
| Participant deferral / active EE | $14,242 | $6,630+114.8% | $6,247+128.0% | $5,439+161.9% |
| Admin fee / account holder | $12,500 | $10,905+14.6% | $9,243+35.2% | $10,885+14.8% |