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.)
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 | $115,452 | $53,127+117.3% | $86,590+33.3% | $70,131+64.6% |
| Participation rate | 92.7% | 65.3%+27.4pp | 73.5%+19.2pp | 69.5%+23.2pp |
| Annual return | 17.02% | 27.66%-10.6pp | 964.84%-947.8pp | 73.14%-56.1pp |
| Employer contribution / active EE | $9,221 | $2,068+345.8% | $2,839+224.8% | $2,342+293.6% |
| Participant deferral / active EE | $7,520 | $2,696+179.0% | $3,609+108.4% | $3,332+125.7% |
| Admin fee / account holder | $4,979 | $3,585+38.9% | $4,906+1.5% | $4,645+7.2% |