Filed January 6, 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 | $109,188 | $96,635+13.0% | $86,612+26.1% | $139,434-21.7% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 10.94% | 106.41%-95.5pp | 591.07%-580.1pp | 372.94%-362.0pp |
| Employer contribution / active EE | $2,952 | $3,263-9.5% | $3,022-2.3% | $4,751-37.9% |
| Participant deferral / active EE | $5,337 | $4,836+10.4% | $4,438+20.3% | $6,710-20.5% |
| Admin fee / account holder | $74,283 | $6,408+1059.3% | $5,614+1223.1% | $11,403+551.5% |