Filed April 13, 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.
Participant 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 | $41,714 | $73,004-42.9% | $90,749-54.0% | $68,494-39.1% |
| Participation rate | 42.9% | 70.8%-28.0pp | 75.7%-32.8pp | 67.9%-25.0pp |
| Annual return | -12.13% | -13.81%+1.7pp | -12.16%0pp | -7.84%-4.3pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $699 | $3,627-80.7% | $4,564-84.7% | $4,027-82.7% |
| Admin fee / account holder | $2,581 | $5,896-56.2% | $8,445-69.4% | $5,403-52.2% |