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.)
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 | $52,970 | $156,846-66.2% | $121,098-56.3% | $139,434-62.0% |
| Participation rate | 35.0% | 76.4%-41.4pp | 69.5%-34.5pp | 80.3%-45.3pp |
| Annual return | 12.54% | 1474.56%-1462.0pp | 985.75%-973.2pp | 372.94%-360.4pp |
| Employer contribution / active EE | $0 | $5,536-100.0% | $4,164-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,764 | $4,844-42.9% | $4,080-32.2% | $6,710-58.8% |
| Admin fee / account holder | $8,038 | $6,946+15.7% | $5,644+42.4% | $11,403-29.5% |