Filed February 22, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $108,488 | $138,065-21.4% | $123,544-12.2% | $135,375-19.9% |
| Participation rate | 84.2% | 84.7%-0.5pp | 82.3%+1.9pp | 82.6%+1.6pp |
| Annual return | -11.35% | 153.68%-165.0pp | 119.20%-130.5pp | 519.73%-531.1pp |
| Employer contribution / active EE | $2,499 | $5,151-51.5% | $4,628-46.0% | $4,779-47.7% |
| Participant deferral / active EE | $5,992 | $6,799-11.9% | $6,426-6.7% | $5,609+6.8% |
| Admin fee / account holder | $655 | $10,916-94.0% | $9,284-92.9% | $10,827-94.0% |