Filed December 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 4-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 | $36,568 | $49,173-25.6% | $121,098-69.8% | $75,163-51.3% |
| Participation rate | 65.5% | 55.4%+10.1pp | 69.5%-4.0pp | 67.2%-1.7pp |
| Annual return | 21.76% | 55.99%-34.2pp | 985.75%-964.0pp | 160.62%-138.9pp |
| Employer contribution / active EE | $1,041 | $1,546-32.6% | $4,164-75.0% | $2,670-61.0% |
| Participant deferral / active EE | $3,353 | $2,628+27.6% | $4,080-17.8% | $4,125-18.7% |
| Admin fee / account holder | $4,995 | $3,942+26.7% | $5,644-11.5% | $5,651-11.6% |