Filed July 21, 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,662 | $217,402-89.6% | $185,823-87.8% | $167,490-86.5% |
| Participation rate | 0.0% | 86.0%-86.0pp | 81.7%-81.7pp | 82.1%-82.1pp |
| Annual return | 26.65% | 148.36%-121.7pp | 122.05%-95.4pp | 478.56%-451.9pp |
| Employer contribution / active EE | $2,130 | $5,873-63.7% | $5,167-58.8% | $4,837-56.0% |
| Participant deferral / active EE | $4,547 | $6,356-28.5% | $5,568-18.3% | $6,341-28.3% |
| Admin fee / account holder | $5,067 | $19,811-74.4% | $16,237-68.8% | $12,309-58.8% |