Filed March 30, 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 | $36,166 | $106,890-66.2% | $84,015-57.0% | $152,861-76.3% |
| Participation rate | 43.8% | 75.2%-31.5pp | 69.0%-25.3pp | 82.4%-38.7pp |
| Annual return | 15.97% | 104.99%-89.0pp | 71.31%-55.3pp | 345.32%-329.4pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,220 | $4,011-69.6% | $3,239-62.3% | $5,850-79.1% |
| Admin fee / account holder | $21,387 | $8,285+158.1% | $6,101+250.6% | $11,596+84.4% |