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 | $49,589 | $54,541-9.1% | $78,778-37.1% | $70,131-29.3% |
| Participation rate | 60.5% | 60.8%-0.3pp | 69.2%-8.7pp | 69.5%-9.1pp |
| Annual return | 17.23% | 21.07%-3.8pp | 35.62%-18.4pp | 73.14%-55.9pp |
| Employer contribution / active EE | $1,580 | $1,089+45.2% | $1,986-20.4% | $2,342-32.5% |
| Participant deferral / active EE | $2,614 | $2,210+18.3% | $2,958-11.6% | $3,332-21.5% |
| Admin fee / account holder | $7,231 | $3,709+95.0% | $5,134+40.8% | $4,645+55.7% |