Filed April 6, 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.)
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 | $57,221 | $27,915+105.0% | $58,482-2.2% | $75,163-23.9% |
| Participation rate | 71.8% | 38.8%+33.0pp | 50.9%+20.9pp | 67.2%+4.6pp |
| Annual return | 13.57% | 44.20%-30.6pp | 4239.32%-4225.7pp | 160.62%-147.0pp |
| Employer contribution / active EE | $728 | $669+8.8% | $1,053-30.9% | $2,670-72.7% |
| Participant deferral / active EE | $2,636 | $1,201+119.4% | $1,924+37.0% | $4,125-36.1% |
| Admin fee / account holder | $1,806 | $1,726+4.7% | $2,516-28.2% | $5,651-68.0% |