Filed May 10, 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 | $34,770 | $48,364-28.1% | $71,796-51.6% | $62,891-44.7% |
| Participation rate | 24.4% | 60.6%-36.2pp | 69.1%-44.7pp | 69.3%-44.9pp |
| Annual return | 6.85% | 13.16%-6.3pp | 78.04%-71.2pp | 20.14%-13.3pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $919 | $2,091-56.1% | $2,794-67.1% | $3,203-71.3% |
| Admin fee / account holder | $856 | $3,771-77.3% | $4,815-82.2% | $4,296-80.1% |