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 | $56,990 | $169,032-66.3% | $129,207-55.9% | $145,922-60.9% |
| Participation rate | 29.2% | 76.4%-47.3pp | 69.6%-40.4pp | 80.3%-51.1pp |
| Annual return | 8.72% | 14330.11%-14321.4pp | 9417.33%-9408.6pp | 561.29%-552.6pp |
| Employer contribution / active EE | $0 | $5,537-100.0% | $4,153-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,320 | $4,987-53.5% | $4,168-44.3% | $6,688-65.3% |
| Admin fee / account holder | $5,251 | $9,954-47.2% | $7,715-31.9% | $13,397-60.8% |