Filed January 6, 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 | $106,813 | $60,124+77.7% | $90,404+18.2% | $79,858+33.8% |
| Participation rate | 92.6% | 65.0%+27.6pp | 72.7%+19.9pp | 69.6%+23.0pp |
| Annual return | 17.27% | 71.94%-54.7pp | 1293.02%-1275.7pp | 31.71%-14.4pp |
| Employer contribution / active EE | $8,943 | $2,068+332.5% | $3,262+174.2% | $2,471+262.0% |
| Participant deferral / active EE | $6,465 | $2,938+120.0% | $3,963+63.1% | $3,740+72.9% |
| Admin fee / account holder | $4,249 | $3,976+6.8% | $5,611-24.3% | $5,306-19.9% |