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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $96,331 | $67,411+42.9% | $91,001+5.9% | $70,131+37.4% |
| Participation rate | 64.4% | 71.4%-7.0pp | 75.6%-11.2pp | 69.5%-5.1pp |
| Annual return | 7.76% | -40.16%+47.9pp | 4.60%+3.2pp | 73.14%-65.4pp |
| Employer contribution / active EE | $68 | $1,786-96.2% | $2,456-97.2% | $2,342-97.1% |
| Participant deferral / active EE | $2,228 | $2,823-21.1% | $3,547-37.2% | $3,332-33.1% |
| Admin fee / account holder | $3,216 | $4,236-24.1% | $5,417-40.6% | $4,645-30.8% |