Filed January 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $125,235 | $101,763+23.1% | $164,866-24.0% | $80,874+54.9% |
| Participation rate | 67.5% | 71.8%-4.3pp | 78.6%-11.1pp | 67.6%-0.1pp |
| Annual return | 8.43% | 16.73%-8.3pp | 69.97%-61.5pp | 35.62%-27.2pp |
| Employer contribution / active EE | $1,556 | $2,954-47.3% | $4,343-64.2% | $2,756-43.5% |
| Participant deferral / active EE | $3,464 | $4,477-22.6% | $6,033-42.6% | $4,297-19.4% |
| Admin fee / account holder | $938 | $8,228-88.6% | $12,689-92.6% | $6,935-86.5% |