Filed March 27, 2007
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 | $33,116 | $85,766-61.4% | $136,294-75.7% | $70,131-52.8% |
| Participation rate | 32.0% | 74.2%-42.2pp | 81.9%-49.9pp | 69.5%-37.5pp |
| Annual return | 17.68% | 31.45%-13.8pp | 5155.94%-5138.3pp | 73.14%-55.5pp |
| Employer contribution / active EE | $1,178 | $2,966-60.3% | $4,695-74.9% | $2,342-49.7% |
| Participant deferral / active EE | $1,807 | $5,051-64.2% | $6,247-71.1% | $3,332-45.8% |
| Admin fee / account holder | $554 | $5,420-89.8% | $9,243-94.0% | $4,645-88.1% |