Filed March 1, 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.
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 | $25,473 | $82,032-68.9% | $123,104-79.3% | $59,632-57.3% |
| Participation rate | 98.6% | 83.2%+15.4pp | 86.8%+11.9pp | 68.7%+30.0pp |
| Annual return | 1.36% | 5.12%-3.8pp | 13.22%-11.9pp | 2041.28%-2039.9pp |
| Employer contribution / active EE | $3,458 | $3,297+4.9% | $5,151-32.9% | $2,203+57.0% |
| Participant deferral / active EE | $2,489 | $4,667-46.7% | $6,230-60.0% | $3,192-22.0% |
| Admin fee / account holder | $2,858 | $5,881-51.4% | $9,015-68.3% | $4,297-33.5% |