Filed January 31, 2006
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 | $89,951 | $135,635-33.7% | $110,238-18.4% | $135,375-33.6% |
| Participation rate | 90.0% | 83.5%+6.5pp | 79.8%+10.2pp | 82.6%+7.4pp |
| Annual return | -6.41% | 513.19%-519.6pp | 314.74%-321.1pp | 519.73%-526.1pp |
| Employer contribution / active EE | $2,603 | $4,906-47.0% | $3,826-32.0% | $4,779-45.5% |
| Participant deferral / active EE | $4,035 | $5,506-26.7% | $4,672-13.6% | $5,609-28.1% |
| Admin fee / account holder | $500 | $11,457-95.6% | $8,547-94.1% | $10,827-95.4% |