Filed January 26, 2007
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.)
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 | $29,142 | $39,162-25.6% | $100,671-71.1% | $59,632-51.1% |
| Participation rate | 48.8% | 55.9%-7.0pp | 70.7%-21.9pp | 68.7%-19.8pp |
| Annual return | -0.75% | 21.07%-21.8pp | 20.43%-21.2pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $738 | $1,151-35.9% | $4,012-81.6% | $2,203-66.5% |
| Participant deferral / active EE | $1,890 | $1,992-5.1% | $3,144-39.9% | $3,192-40.8% |
| Admin fee / account holder | $3,609 | $2,969+21.5% | $4,850-25.6% | $4,297-16.0% |