Filed January 6, 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 | $201,657 | $51,638+290.5% | $68,368+195.0% | $82,448+144.6% |
| Participation rate | 94.8% | 63.6%+31.2pp | 73.8%+21.1pp | 68.1%+26.8pp |
| Annual return | 13.11% | 37.53%-24.4pp | 292.57%-279.5pp | 41.64%-28.5pp |
| Employer contribution / active EE | $8,995 | $2,047+339.5% | $2,649+239.6% | $2,551+252.6% |
| Participant deferral / active EE | $10,155 | $2,914+248.6% | $4,123+146.3% | $4,139+145.3% |
| Admin fee / account holder | $26,180 | $4,643+463.8% | $5,150+408.4% | $7,234+261.9% |