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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $45,224 | $84,233-46.3% | $170,442-73.5% | $70,131-35.5% |
| Participation rate | 71.7% | 70.8%+0.9pp | 83.6%-11.9pp | 69.5%+2.2pp |
| Annual return | 16.46% | 23.06%-6.6pp | 205.93%-189.5pp | 73.14%-56.7pp |
| Employer contribution / active EE | $228 | $3,387-93.3% | $5,433-95.8% | $2,342-90.3% |
| Participant deferral / active EE | $4,033 | $3,086+30.7% | $4,939-18.4% | $3,332+21.0% |
| Admin fee / account holder | $1,321 | $5,698-76.8% | $13,880-90.5% | $4,645-71.6% |