Filed October 25, 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.
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 | $15,619 | $183,963-91.5% | $162,163-90.4% | $152,861-89.8% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.4%+0.9pp |
| Annual return | 21.95% | 150.76%-128.8pp | 115.59%-93.6pp | 345.32%-323.4pp |
| Employer contribution / active EE | $600 | $6,371-90.6% | $5,614-89.3% | $4,762-87.4% |
| Participant deferral / active EE | $1,044 | $8,034-87.0% | $7,298-85.7% | $5,850-82.2% |
| Admin fee / account holder | $2,407 | $13,121-81.7% | $10,843-77.8% | $11,596-79.2% |