Filed January 23, 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 9-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.)
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 | $47,859 | $63,924-25.1% | $108,579-55.9% | $55,167-13.2% |
| Participation rate | 60.7% | 74.3%-13.6pp | 79.6%-18.8pp | 69.0%-8.2pp |
| Annual return | 16.37% | 15.31%+1.1pp | -51.70%+68.1pp | 169.23%-152.9pp |
| Employer contribution / active EE | $366 | $1,879-80.5% | $3,758-90.3% | $1,963-81.4% |
| Participant deferral / active EE | $2,446 | $3,067-20.2% | $4,311-43.3% | $3,054-19.9% |
| Admin fee / account holder | $1,152 | $618+86.5% | $7,645-84.9% | $504+128.6% |