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 | $54,705+268.6% | $71,209+183.2% | $84,808+137.8% |
| Participation rate | 94.8% | 64.1%+30.8pp | 73.8%+21.1pp | 68.3%+26.5pp |
| Annual return | 13.11% | 35.90%-22.8pp | 282.51%-269.4pp | 40.90%-27.8pp |
| Employer contribution / active EE | $8,995 | $2,158+316.8% | $2,721+230.6% | $2,631+241.9% |
| Participant deferral / active EE | $10,155 | $3,030+235.1% | $4,175+143.2% | $4,212+141.1% |
| Admin fee / account holder | $26,180 | $4,863+438.3% | $5,349+389.5% | $7,344+256.5% |