Filed January 23, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,424 | $137,414-76.4% | $189,513-82.9% | $85,850-62.2% |
| Participation rate | 90.3% | 84.6%+5.7pp | 87.8%+2.5pp | 69.3%+21.0pp |
| Annual return | 14.85% | 38.14%-23.3pp | 555.15%-540.3pp | 318.53%-303.7pp |
| Employer contribution / active EE | $1,276 | $4,344-70.6% | $6,162-79.3% | $2,565-50.3% |
| Participant deferral / active EE | $1,323 | $6,260-78.9% | $8,221-83.9% | $3,952-66.5% |
| Admin fee / account holder | $789 | $8,630-90.9% | $12,045-93.4% | $6,260-87.4% |