Filed April 28, 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.
Employer 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 | $20,661 | $56,897-63.7% | $84,750-75.6% | $62,891-67.1% |
| Participation rate | 48.7% | 68.5%-19.8pp | 76.6%-27.9pp | 69.3%-20.6pp |
| Annual return | 6.57% | 6.30%+0.3pp | 22.78%-16.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,405 | $2,709-48.1% | $3,712-62.1% | $3,203-56.1% |
| Admin fee / account holder | $494 | $3,581-86.2% | $5,332-90.7% | $4,296-88.5% |