Filed September 14, 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.
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 | $40,866 | $35,183+16.2% | $73,545-44.4% | $70,131-41.7% |
| Participation rate | 18.7% | 42.9%-24.2pp | 54.9%-36.2pp | 69.5%-50.9pp |
| Annual return | 4.97% | 26.90%-21.9pp | -15.16%+20.1pp | 73.14%-68.2pp |
| Employer contribution / active EE | $549 | $709-22.5% | $1,219-54.9% | $2,342-76.5% |
| Participant deferral / active EE | $1,179 | $1,220-3.3% | $1,806-34.7% | $3,332-64.6% |
| Admin fee / account holder | $610 | $2,302-73.5% | $2,320-73.7% | $4,645-86.9% |