Filed March 1, 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 | $41,302 | $100,041-58.7% | $149,718-72.4% | $70,131-41.1% |
| Participation rate | 97.1% | 83.6%+13.6pp | 87.1%+10.1pp | 69.5%+27.6pp |
| Annual return | 11.30% | 27.43%-16.1pp | 1501.63%-1490.3pp | 73.14%-61.8pp |
| Employer contribution / active EE | $3,353 | $3,662-8.4% | $5,445-38.4% | $2,342+43.2% |
| Participant deferral / active EE | $3,131 | $4,983-37.2% | $6,569-52.3% | $3,332-6.0% |
| Admin fee / account holder | $4,013 | $8,286-51.6% | $11,283-64.4% | $4,645-13.6% |