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 | $150,602 | $69,207+117.6% | $64,056+135.1% | $139,434+8.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.87% | 45.88%-27.0pp | 33.69%-14.8pp | 372.94%-354.1pp |
| Employer contribution / active EE | $15,575 | $3,182+389.5% | $2,747+467.1% | $4,751+227.8% |
| Participant deferral / active EE | $9,064 | $4,682+93.6% | $3,880+133.6% | $6,710+35.1% |
| Admin fee / account holder | $2,501 | $4,244-41.1% | $3,068-18.5% | $11,403-78.1% |