Filed July 26, 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 | $42,937 | $48,364-11.2% | $71,796-40.2% | $62,891-31.7% |
| Participation rate | 65.0% | 60.6%+4.4pp | 69.1%-4.1pp | 69.3%-4.3pp |
| Annual return | 8.81% | 13.16%-4.4pp | 78.04%-69.2pp | 20.14%-11.3pp |
| Employer contribution / active EE | $1,712 | $1,042+64.4% | $1,924-11.0% | $2,281-24.9% |
| Participant deferral / active EE | $2,824 | $2,091+35.0% | $2,794+1.1% | $3,203-11.8% |
| Admin fee / account holder | $1,919 | $3,771-49.1% | $4,815-60.1% | $4,296-55.3% |