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 | $32,422 | $138,347-76.6% | $184,203-82.4% | $80,856-59.9% |
| Participation rate | 91.8% | 83.9%+8.0pp | 86.8%+5.0pp | 67.6%+24.2pp |
| Annual return | 15.64% | 20.02%-4.4pp | 28.81%-13.2pp | 35.59%-20.0pp |
| Employer contribution / active EE | $2,286 | $4,850-52.9% | $6,427-64.4% | $2,755-17.0% |
| Participant deferral / active EE | $2,850 | $7,071-59.7% | $9,131-68.8% | $4,296-33.7% |
| Admin fee / account holder | $1,718 | $10,483-83.6% | $13,901-87.6% | $6,918-75.2% |