Filed June 14, 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 | $94,379 | $65,409+44.3% | $98,442-4.1% | $85,850+9.9% |
| Participation rate | 56.3% | 65.0%-8.7pp | 73.3%-17.1pp | 69.3%-13.1pp |
| Annual return | 17.70% | 21.76%-4.1pp | 1492.73%-1475.0pp | 318.53%-300.8pp |
| Employer contribution / active EE | $692 | $2,168-68.1% | $2,960-76.6% | $2,565-73.0% |
| Participant deferral / active EE | $3,129 | $3,166-1.2% | $4,276-26.8% | $3,952-20.8% |
| Admin fee / account holder | $7,616 | $4,593+65.8% | $5,949+28.0% | $6,260+21.7% |