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 | $127,983 | $57,281+123.4% | $86,612+47.8% | $75,163+70.3% |
| Participation rate | 96.3% | 63.2%+33.1pp | 71.7%+24.6pp | 67.2%+29.1pp |
| Annual return | 14.52% | 2670.75%-2656.2pp | 591.07%-576.5pp | 160.62%-146.1pp |
| Employer contribution / active EE | $11,883 | $2,314+413.4% | $3,022+293.2% | $2,670+345.1% |
| Participant deferral / active EE | $4,216 | $3,318+27.1% | $4,438-5.0% | $4,125+2.2% |
| Admin fee / account holder | $14,739 | $4,112+258.5% | $5,614+162.5% | $5,651+160.8% |