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 | $80,635 | $57,354+40.6% | $83,848-3.8% | $64,186+25.6% |
| Participation rate | 85.2% | 68.6%+16.6pp | 76.1%+9.0pp | 69.6%+15.6pp |
| Annual return | -5.74% | 11.38%-17.1pp | 850.88%-856.6pp | 7.63%-13.4pp |
| Employer contribution / active EE | $627 | $2,545-75.4% | $3,631-82.7% | $2,381-73.7% |
| Participant deferral / active EE | $3,339 | $2,993+11.6% | $4,082-18.2% | $3,470-3.8% |
| Admin fee / account holder | $1,254 | $4,046-69.0% | $5,478-77.1% | $4,888-74.3% |