Filed June 15, 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 | $40,762 | $76,552-46.8% | $123,892-67.1% | $62,891-35.2% |
| Participation rate | 62.9% | 73.0%-10.1pp | 81.4%-18.6pp | 69.3%-6.4pp |
| Annual return | 7.56% | 18.68%-11.1pp | 47.52%-40.0pp | 20.14%-12.6pp |
| Employer contribution / active EE | $2,742 | $2,883-4.9% | $4,617-40.6% | $2,281+20.2% |
| Participant deferral / active EE | $6,594 | $4,840+36.2% | $5,984+10.2% | $3,203+105.9% |
| Admin fee / account holder | $6,965 | $4,826+44.3% | $8,357-16.7% | $4,296+62.1% |