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 | $17,305 | $72,400-76.1% | $67,502-74.4% | $145,922-88.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 11.14% | 7182.46%-7171.3pp | 3512.12%-3501.0pp | 561.29%-550.1pp |
| Employer contribution / active EE | $10,687 | $3,069+248.2% | $2,731+291.4% | $4,660+129.4% |
| Participant deferral / active EE | $6,281 | $4,783+31.3% | $4,000+57.0% | $6,688-6.1% |
| Admin fee / account holder | $4,993 | $5,539-9.9% | $3,998+24.9% | $13,397-62.7% |