Filed June 14, 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 | $7,070 | $45,283-84.4% | $155,790-95.5% | $52,331-86.5% |
| Participation rate | 81.2% | 62.2%+19.0pp | 76.1%+5.1pp | 68.1%+13.1pp |
| Annual return | -1.41% | 1.80%-3.2pp | 71.54%-73.0pp | 4.54%-6.0pp |
| Employer contribution / active EE | $312 | $1,329-76.5% | $3,836-91.9% | $1,882-83.4% |
| Participant deferral / active EE | $2,551 | $2,854-10.6% | $4,797-46.8% | $3,022-15.6% |
| Admin fee / account holder | $1,139 | $981+16.1% | $7,478-84.8% | $592+92.6% |