Filed August 29, 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 | $28,919 | $78,705-63.3% | $117,854-75.5% | $70,131-58.8% |
| Participation rate | 77.9% | 73.2%+4.7pp | 79.7%-1.7pp | 69.5%+8.4pp |
| Annual return | 19.02% | 23.30%-4.3pp | 335.08%-316.1pp | 73.14%-54.1pp |
| Employer contribution / active EE | $1,925 | $2,223-13.4% | $3,786-49.1% | $2,342-17.8% |
| Participant deferral / active EE | $3,060 | $3,297-7.2% | $4,482-31.7% | $3,332-8.1% |
| Admin fee / account holder | $2,881 | $5,065-43.1% | $8,020-64.1% | $4,645-38.0% |