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 | $18,295 | $197,591-90.7% | $177,821-89.7% | $158,922-88.5% |
| Participation rate | 85.0% | 88.5%-3.5pp | 87.7%-2.7pp | 82.0%+3.0pp |
| Annual return | 12.02% | 58.76%-46.7pp | 48.32%-36.3pp | 302.83%-290.8pp |
| Employer contribution / active EE | $215 | $6,697-96.8% | $5,918-96.4% | $4,761-95.5% |
| Participant deferral / active EE | $358 | $8,405-95.7% | $7,714-95.4% | $5,982-94.0% |
| Admin fee / account holder | $1,992 | $15,399-87.1% | $12,427-84.0% | $11,246-82.3% |