Filed January 6, 2006 (most recent of 3 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 | $82,021 | $63,346+29.5% | $92,233-11.1% | $70,131+17.0% |
| Participation rate | 78.6% | 68.7%+9.9pp | 76.5%+2.1pp | 69.5%+9.0pp |
| Annual return | 20.39% | 530.12%-509.7pp | 176.28%-155.9pp | 73.14%-52.7pp |
| Employer contribution / active EE | $656 | $2,471-73.5% | $3,679-82.2% | $2,342-72.0% |
| Participant deferral / active EE | $3,204 | $2,854+12.3% | $3,897-17.8% | $3,332-3.8% |
| Admin fee / account holder | $557 | $3,840-85.5% | $5,194-89.3% | $4,645-88.0% |