Filed January 28, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
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 | $53,417 | $80,753-33.9% | $136,294-60.8% | $62,292-14.2% |
| Participation rate | 41.9% | 73.5%-31.7pp | 81.9%-40.0pp | 69.5%-27.6pp |
| Annual return | 20.33% | 35.83%-15.5pp | 5155.94%-5135.6pp | 28.90%-8.6pp |
| Employer contribution / active EE | $548 | $2,884-81.0% | $4,695-88.3% | $2,042-73.1% |
| Participant deferral / active EE | $2,212 | $5,164-57.2% | $6,247-64.6% | $3,169-30.2% |
| Admin fee / account holder | $1,350 | $525+156.9% | $9,243-85.4% | $479+181.6% |