Filed October 26, 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.
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 | $23,673 | $125,758-81.2% | $169,993-86.1% | $75,163-68.5% |
| Participation rate | 93.9% | 83.6%+10.3pp | 87.0%+6.9pp | 67.2%+26.7pp |
| Annual return | 17.72% | 27.20%-9.5pp | 53.37%-35.7pp | 160.62%-142.9pp |
| Employer contribution / active EE | $1,894 | $4,615-59.0% | $6,785-72.1% | $2,670-29.1% |
| Participant deferral / active EE | $2,423 | $6,837-64.6% | $10,408-76.7% | $4,125-41.3% |
| Admin fee / account holder | $1,291 | $8,173-84.2% | $12,815-89.9% | $5,651-77.1% |