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 | $49,600 | $63,346-21.7% | $92,233-46.2% | $70,131-29.3% |
| Participation rate | 40.9% | 68.7%-27.8pp | 76.5%-35.6pp | 69.5%-28.6pp |
| Annual return | 17.52% | 530.12%-512.6pp | 176.28%-158.8pp | 73.14%-55.6pp |
| Employer contribution / active EE | $757 | $2,471-69.4% | $3,679-79.4% | $2,342-67.7% |
| Participant deferral / active EE | $1,085 | $2,854-62.0% | $3,897-72.2% | $3,332-67.4% |
| Admin fee / account holder | $2,280 | $3,840-40.6% | $5,194-56.1% | $4,645-50.9% |