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 | $117,430 | $57,281+105.0% | $86,612+35.6% | $75,163+56.2% |
| Participation rate | 94.3% | 63.2%+31.1pp | 71.7%+22.6pp | 67.2%+27.1pp |
| Annual return | 16.00% | 2670.75%-2654.7pp | 591.07%-575.1pp | 160.62%-144.6pp |
| Employer contribution / active EE | $4,773 | $2,314+106.2% | $3,022+57.9% | $2,670+78.8% |
| Participant deferral / active EE | $9,793 | $3,318+195.2% | $4,438+120.7% | $4,125+137.4% |
| Admin fee / account holder | $6,820 | $4,112+65.9% | $5,614+21.5% | $5,651+20.7% |