Filed December 1, 2005 (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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $260,648 | $167,484+55.6% | $151,611+71.9% | $134,475+93.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.14% | 7.80%-21.9pp | 3.33%-17.5pp | 417.96%-432.1pp |
| Employer contribution / active EE | $17,032 | $6,829+149.4% | $6,166+176.2% | $4,740+259.4% |
| Participant deferral / active EE | $8,218 | $8,986-8.5% | $8,363-1.7% | $6,400+28.4% |
| Admin fee / account holder | $33,917 | $13,783+146.1% | $11,616+192.0% | $11,426+196.8% |