Filed March 31, 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 | $89,356 | $54,350+64.4% | $82,719+8.0% | $68,494+30.5% |
| Participation rate | 97.0% | 63.9%+33.1pp | 72.6%+24.4pp | 67.9%+29.1pp |
| Annual return | -14.95% | -13.67%-1.3pp | 701.18%-716.1pp | -7.84%-7.1pp |
| Employer contribution / active EE | $4,487 | $2,218+102.3% | $3,009+49.1% | $2,596+72.8% |
| Participant deferral / active EE | $9,038 | $3,246+178.4% | $4,395+105.6% | $4,027+124.4% |
| Admin fee / account holder | $713 | $4,395-83.8% | $5,329-86.6% | $5,403-86.8% |