Filed September 8, 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 | $93,061 | $67,606+37.7% | $82,313+13.1% | $70,131+32.7% |
| Participation rate | 61.0% | 72.8%-11.8pp | 76.9%-15.9pp | 69.5%-8.6pp |
| Annual return | 12.67% | 21.57%-8.9pp | 25.88%-13.2pp | 73.14%-60.5pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,362 | $2,987+12.6% | $3,706-9.3% | $3,332+0.9% |
| Admin fee / account holder | $7,430 | $4,512+64.7% | $5,608+32.5% | $4,645+60.0% |