Filed May 16, 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 | $58,205 | $85,202-31.7% | $172,739-66.3% | $72,985-20.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.36% | 27.32%-7.0pp | 802.84%-782.5pp | 81.00%-60.6pp |
| Employer contribution / active EE | $3,028 | $3,324-8.9% | $5,143-41.1% | $2,440+24.1% |
| Participant deferral / active EE | $5,840 | $3,260+79.1% | $5,198+12.4% | $3,607+61.9% |
| Admin fee / account holder | $1,501 | $5,884-74.5% | $13,954-89.2% | $5,124-70.7% |