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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $129,730 | $142,344-8.9% | $119,609+8.5% | $134,475-3.5% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -21.65% | -12.44%-9.2pp | -14.97%-6.7pp | 417.96%-439.6pp |
| Employer contribution / active EE | $3,309 | $5,222-36.6% | $4,232-21.8% | $4,740-30.2% |
| Participant deferral / active EE | $6,188 | $6,469-4.4% | $5,602+10.5% | $6,400-3.3% |
| Admin fee / account holder | $2,701 | $13,584-80.1% | $10,323-73.8% | $11,426-76.4% |