Filed January 6, 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 | $49,771 | $48,570+2.5% | $130,648-61.9% | $72,985-31.8% |
| Participation rate | 36.1% | 58.6%-22.5pp | 71.7%-35.6pp | 69.5%-33.4pp |
| Annual return | 20.49% | 38.63%-18.1pp | 1708.96%-1688.5pp | 81.00%-60.5pp |
| Employer contribution / active EE | $299 | $1,334-77.6% | $4,092-92.7% | $2,440-87.8% |
| Participant deferral / active EE | $2,237 | $2,384-6.2% | $3,603-37.9% | $3,607-38.0% |
| Admin fee / account holder | $446 | $3,549-87.4% | $5,464-91.8% | $5,124-91.3% |