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 | $182,136 | $81,632+123.1% | $70,449+158.5% | $158,922+14.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 20.28% | 208.40%-188.1pp | 109.03%-88.8pp | 302.83%-282.6pp |
| Employer contribution / active EE | $17,510 | $3,217+444.3% | $2,737+539.9% | $4,761+267.8% |
| Participant deferral / active EE | $9,604 | $4,554+110.9% | $3,709+159.0% | $5,982+60.6% |
| Admin fee / account holder | $6,369 | $6,193+2.8% | $3,845+65.6% | $11,246-43.4% |