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 | $153,567 | $77,419+98.4% | $69,455+121.1% | $152,861+0.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 22.52% | 39.06%-16.5pp | 28.97%-6.5pp | 345.32%-322.8pp |
| Employer contribution / active EE | $15,699 | $3,315+373.5% | $2,779+464.9% | $4,762+229.6% |
| Participant deferral / active EE | $10,766 | $4,414+143.9% | $3,535+204.5% | $5,850+84.0% |
| Admin fee / account holder | $4,545 | $6,207-26.8% | $3,839+18.4% | $11,596-60.8% |