Filed June 15, 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.)
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 | $10,665 | $71,050-85.0% | $93,606-88.6% | $80,856-86.8% |
| Participation rate | 80.8% | 60.4%+20.4pp | 68.7%+12.0pp | 67.6%+13.1pp |
| Annual return | 10.09% | 11.26%-1.2pp | 133.20%-123.1pp | 35.59%-25.5pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,447 | $4,034-39.3% | $4,411-44.5% | $4,296-43.0% |
| Admin fee / account holder | $908 | $6,945-86.9% | $8,285-89.0% | $6,918-86.9% |