Filed January 16, 2006 (most recent of 2 filings on file)
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 | $71,700 | $109,817-34.7% | $98,442-27.2% | $167,490-57.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 15.05% | 1956.69%-1941.6pp | 1492.73%-1477.7pp | 478.56%-463.5pp |
| Employer contribution / active EE | $2,035 | $3,224-36.9% | $2,960-31.3% | $4,837-57.9% |
| Participant deferral / active EE | $6,455 | $4,673+38.1% | $4,276+51.0% | $6,341+1.8% |
| Admin fee / account holder | $3,633 | $6,753-46.2% | $5,949-38.9% | $12,309-70.5% |