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.)
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 | $56,886 | $46,553+22.2% | $64,056-11.2% | $75,163-24.3% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 9.21% | 26.03%-16.8pp | 33.69%-24.5pp | 160.62%-151.4pp |
| Employer contribution / active EE | $4,168 | $1,974+111.1% | $2,747+51.7% | $2,670+56.1% |
| Participant deferral / active EE | $2,975 | $2,837+4.9% | $3,880-23.3% | $4,125-27.9% |
| Admin fee / account holder | $1,410 | $2,952-52.2% | $3,068-54.0% | $5,651-75.0% |