Filed April 25, 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 | $85,587 | $86,922-1.5% | $102,438-16.4% | $80,874+5.8% |
| Participation rate | 61.3% | 72.4%-11.1pp | 76.5%-15.2pp | 67.6%-6.4pp |
| Annual return | 13.39% | 18.90%-5.5pp | 29.37%-16.0pp | 35.62%-22.2pp |
| Employer contribution / active EE | $1,468 | $2,369-38.1% | $3,024-51.5% | $2,756-46.7% |
| Participant deferral / active EE | $2,366 | $4,119-42.6% | $5,054-53.2% | $4,297-44.9% |
| Admin fee / account holder | $11,786 | $8,050+46.4% | $9,448+24.7% | $6,935+69.9% |