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 | $55,858 | $62,127-10.1% | $81,382-31.4% | $74,495-25.0% |
| Participation rate | 50.5% | 64.0%-13.6pp | 69.5%-19.0pp | 67.2%-16.7pp |
| Annual return | 14.13% | 16.48%-2.4pp | 24.73%-10.6pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $1,504 | $1,882-20.1% | $2,463-38.9% | $2,623-42.7% |
| Participant deferral / active EE | $2,331 | $3,229-27.8% | $3,883-40.0% | $4,346-46.4% |
| Admin fee / account holder | $3,076 | $1,934+59.0% | $5,768-46.7% | $1,942+58.4% |