Filed January 13, 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 8-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 | $10,946 | $46,553-76.5% | $64,056-82.9% | $75,163-85.4% |
| Participation rate | 85.7% | 65.9%+19.8pp | 72.3%+13.4pp | 67.2%+18.5pp |
| Annual return | 71.01% | 26.03%+45.0pp | 33.69%+37.3pp | 160.62%-89.6pp |
| Employer contribution / active EE | $4,772 | $1,974+141.8% | $2,747+73.8% | $2,670+78.7% |
| Participant deferral / active EE | $3,307 | $2,837+16.6% | $3,880-14.8% | $4,125-19.8% |
| Admin fee / account holder | $2,625 | $2,952-11.1% | $3,068-14.5% | $5,651-53.6% |