Filed August 9, 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 6-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $38,051 | $123,793-69.3% | $177,821-78.6% | $79,858-52.4% |
| Participation rate | 91.9% | 84.7%+7.3pp | 87.7%+4.2pp | 69.6%+22.3pp |
| Annual return | 14.25% | 22.82%-8.6pp | 48.32%-34.1pp | 31.71%-17.5pp |
| Employer contribution / active EE | $1,363 | $4,095-66.7% | $5,918-77.0% | $2,471-44.9% |
| Participant deferral / active EE | $3,754 | $5,956-37.0% | $7,714-51.3% | $3,740+0.4% |
| Admin fee / account holder | $2,121 | $7,243-70.7% | $12,427-82.9% | $5,306-60.0% |