Filed June 16, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,006 | $83,902-55.9% | $167,512-77.9% | $84,808-56.4% |
| Participation rate | 28.1% | 66.5%-38.3pp | 77.1%-48.9pp | 68.3%-40.2pp |
| Annual return | 12.11% | 91.55%-79.4pp | 1615.79%-1603.7pp | 40.90%-28.8pp |
| Employer contribution / active EE | $486 | $2,264-78.5% | $3,882-87.5% | $2,631-81.5% |
| Participant deferral / active EE | $697 | $4,442-84.3% | $6,405-89.1% | $4,212-83.4% |
| Admin fee / account holder | $1,293 | $7,915-83.7% | $9,769-86.8% | $7,344-82.4% |