Filed February 24, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,152 | $74,089-60.7% | $133,980-78.2% | $55,167-47.2% |
| Participation rate | 96.0% | 84.3%+11.7pp | 87.1%+8.9pp | 69.0%+27.0pp |
| Annual return | 6.17% | 12.11%-5.9pp | 29.30%-23.1pp | 169.23%-163.1pp |
| Employer contribution / active EE | $1,486 | $3,064-51.5% | $5,211-71.5% | $1,963-24.3% |
| Participant deferral / active EE | $3,054 | $4,678-34.7% | $6,282-51.4% | $3,0540% |
| Admin fee / account holder | $3,196 | $458+597.6% | $9,324-65.7% | $504+534.3% |