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 | $36,660 | $89,355-59.0% | $141,162-74.0% | $72,985-49.8% |
| Participation rate | 40.0% | 75.1%-35.1pp | 82.5%-42.5pp | 69.5%-29.5pp |
| Annual return | 19.44% | 111.85%-92.4pp | 71.39%-52.0pp | 81.00%-61.6pp |
| Employer contribution / active EE | $1,169 | $3,114-62.5% | $4,735-75.3% | $2,440-52.1% |
| Participant deferral / active EE | $1,454 | $5,418-73.2% | $6,709-78.3% | $3,607-59.7% |
| Admin fee / account holder | $5,592 | $5,958-6.1% | $10,261-45.5% | $5,124+9.1% |