Filed October 19, 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 8-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 | $42,922 | $59,101-27.4% | $77,163-44.4% | $75,163-42.9% |
| Participation rate | 58.9% | 63.9%-5.0pp | 69.6%-10.7pp | 67.2%-8.3pp |
| Annual return | 18.83% | 26.71%-7.9pp | 37.87%-19.0pp | 160.62%-141.8pp |
| Employer contribution / active EE | $1,752 | $1,995-12.2% | $2,535-30.9% | $2,670-34.4% |
| Participant deferral / active EE | $2,489 | $2,999-17.0% | $3,833-35.1% | $4,125-39.7% |
| Admin fee / account holder | $2,412 | $4,774-49.5% | $5,472-55.9% | $5,651-57.3% |