Filed February 14, 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,130 | $43,327+8.8% | $59,878-21.3% | $64,186-26.6% |
| Participation rate | 98.1% | 69.2%+28.9pp | 74.7%+23.4pp | 69.6%+28.5pp |
| Annual return | -8.36% | -1.55%-6.8pp | 3.46%-11.8pp | 7.63%-16.0pp |
| Employer contribution / active EE | $3,064 | $2,028+51.0% | $2,722+12.6% | $2,381+28.7% |
| Participant deferral / active EE | $7,164 | $2,546+181.4% | $3,402+110.6% | $3,470+106.5% |
| Admin fee / account holder | $982 | $3,005-67.3% | $3,590-72.7% | $4,888-79.9% |