Filed August 1, 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 | $32,146 | $46,869-31.4% | $122,332-73.7% | $70,131-54.2% |
| Participation rate | 41.7% | 58.2%-16.5pp | 71.6%-30.0pp | 69.5%-27.9pp |
| Annual return | 17.30% | 24.22%-6.9pp | 30.27%-13.0pp | 73.14%-55.8pp |
| Employer contribution / active EE | $333 | $1,288-74.1% | $4,050-91.8% | $2,342-85.8% |
| Participant deferral / active EE | $680 | $2,166-68.6% | $3,287-79.3% | $3,332-79.6% |
| Admin fee / account holder | $2,852 | $3,322-14.2% | $5,478-47.9% | $4,645-38.6% |