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 | $44,059 | $165,335-73.4% | $149,696-70.6% | $158,922-72.3% |
| Participation rate | 40.9% | 84.6%-43.7pp | 82.5%-41.6pp | 82.0%-41.0pp |
| Annual return | 12.66% | 348.15%-335.5pp | 276.60%-263.9pp | 302.83%-290.2pp |
| Employer contribution / active EE | $1,465 | $5,103-71.3% | $4,644-68.5% | $4,761-69.2% |
| Participant deferral / active EE | $1,413 | $7,181-80.3% | $6,842-79.3% | $5,982-76.4% |
| Admin fee / account holder | $4,897 | $10,807-54.7% | $9,309-47.4% | $11,246-56.5% |