Filed January 25, 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 | $50,313 | $56,897-11.6% | $84,750-40.6% | $62,891-20.0% |
| Participation rate | 33.7% | 68.5%-34.8pp | 76.6%-42.9pp | 69.3%-35.6pp |
| Annual return | 5.01% | 6.30%-1.3pp | 22.78%-17.8pp | 20.14%-15.1pp |
| Employer contribution / active EE | $646 | $2,400-73.1% | $3,574-81.9% | $2,281-71.7% |
| Participant deferral / active EE | $996 | $2,709-63.2% | $3,712-73.2% | $3,203-68.9% |
| Admin fee / account holder | $13,219 | $3,581+269.1% | $5,332+147.9% | $4,296+207.7% |