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 | $99,966 | $107,334-6.9% | $92,893+7.6% | $152,861-34.6% |
| Participation rate | 90.9% | 79.8%+11.1pp | 76.0%+14.9pp | 82.4%+8.5pp |
| Annual return | 24.56% | 145.58%-121.0pp | 109.41%-84.9pp | 345.32%-320.8pp |
| Employer contribution / active EE | $881 | $4,221-79.1% | $3,653-75.9% | $4,762-81.5% |
| Participant deferral / active EE | $4,595 | $4,845-5.2% | $4,236+8.5% | $5,850-21.5% |
| Admin fee / account holder | $10,213 | $7,079+44.3% | $5,794+76.3% | $11,596-11.9% |