Filed March 4, 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 | $26,139 | $43,723-40.2% | $121,196-78.4% | $64,186-59.3% |
| Participation rate | 31.7% | 58.3%-26.6pp | 71.7%-40.0pp | 69.6%-37.9pp |
| Annual return | -8.11% | 68.91%-77.0pp | 16.93%-25.0pp | 7.63%-15.7pp |
| Employer contribution / active EE | $0 | $1,296-100.0% | $4,022-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,378 | $2,280-39.6% | $3,344-58.8% | $3,470-60.3% |
| Admin fee / account holder | $4,805 | $3,501+37.2% | $5,019-4.3% | $4,888-1.7% |