Filed January 26, 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 | $95,665 | $58,828+62.6% | $77,999+22.6% | $62,891+52.1% |
| Participation rate | 63.6% | 71.1%-7.4pp | 75.5%-11.9pp | 69.3%-5.7pp |
| Annual return | 6.97% | 17.16%-10.2pp | 425.96%-419.0pp | 20.14%-13.2pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,145 | $2,686-20.1% | $3,497-38.7% | $3,203-33.0% |
| Admin fee / account holder | $6,603 | $4,393+50.3% | $5,480+20.5% | $4,296+53.7% |