Filed July 22, 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 | $9,356 | $49,177-81.0% | $79,464-88.2% | $64,186-85.4% |
| Participation rate | 70.9% | 65.0%+5.9pp | 73.3%-2.4pp | 69.6%+1.3pp |
| Annual return | -7.00% | -1.16%-5.8pp | 718.14%-725.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $846 | $2,076-59.2% | $2,800-69.8% | $2,381-64.5% |
| Participant deferral / active EE | $1,663 | $2,821-41.1% | $3,704-55.1% | $3,470-52.1% |
| Admin fee / account holder | $861 | $3,839-77.6% | $5,113-83.2% | $4,888-82.4% |