Filed August 9, 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 6-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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $26,130 | $82,032-68.1% | $123,104-78.8% | $59,632-56.2% |
| Participation rate | 69.6% | 83.2%-13.6pp | 86.8%-17.2pp | 68.7%+0.9pp |
| Annual return | 2.38% | 5.12%-2.7pp | 13.22%-10.8pp | 2041.28%-2038.9pp |
| Employer contribution / active EE | $693 | $3,297-79.0% | $5,151-86.6% | $2,203-68.6% |
| Participant deferral / active EE | $2,261 | $4,667-51.5% | $6,230-63.7% | $3,192-29.2% |
| Admin fee / account holder | $1,356 | $5,881-76.9% | $9,015-85.0% | $4,297-68.4% |