Filed January 4, 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 | $16,708 | $60,349-72.3% | $74,183-77.5% | $62,891-73.4% |
| Participation rate | 74.1% | 72.7%+1.3pp | 76.6%-2.5pp | 69.3%+4.8pp |
| Annual return | 20.18% | 21.37%-1.2pp | 17.74%+2.4pp | 20.14%0pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,164 | $2,856-59.3% | $3,550-67.2% | $3,203-63.7% |
| Admin fee / account holder | $1,232 | $4,261-71.1% | $5,586-77.9% | $4,296-71.3% |