Filed January 6, 2006 (most recent of 2 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,158 | $77,634-57.3% | $156,549-78.8% | $62,891-47.3% |
| Participation rate | 94.4% | 71.2%+23.2pp | 84.0%+10.4pp | 69.3%+25.1pp |
| Annual return | 206.30% | 50.32%+156.0pp | 32.23%+174.1pp | 20.14%+186.2pp |
| Employer contribution / active EE | $2,401 | $3,444-30.3% | $5,501-56.3% | $2,281+5.3% |
| Participant deferral / active EE | $1,340 | $3,045-56.0% | $4,871-72.5% | $3,203-58.1% |
| Admin fee / account holder | $903 | $5,561-83.8% | $13,027-93.1% | $4,296-79.0% |