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 | $126,187 | $67,331+87.4% | $60,874+107.3% | $134,475-6.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -16.64% | 49.93%-66.6pp | 16.90%-33.5pp | 417.96%-434.6pp |
| Employer contribution / active EE | $18,307 | $3,096+491.2% | $2,701+577.7% | $4,740+286.3% |
| Participant deferral / active EE | $8,409 | $4,538+85.3% | $3,817+120.3% | $6,400+31.4% |
| Admin fee / account holder | $8,056 | $4,582+75.8% | $3,224+149.9% | $11,426-29.5% |