Filed January 10, 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 | $80,036 | $65,376+22.4% | $87,100-8.1% | $65,185+22.8% |
| Participation rate | 37.2% | 75.3%-38.2pp | 76.9%-39.7pp | 70.2%-33.0pp |
| Annual return | 25.46% | 31.27%-5.8pp | 28.19%-2.7pp | 29.38%-3.9pp |
| Employer contribution / active EE | $636 | $1,822-65.1% | $2,521-74.8% | $2,177-70.8% |
| Participant deferral / active EE | $2,544 | $3,388-24.9% | $4,049-37.2% | $3,514-27.6% |
| Admin fee / account holder | $3,060 | $520+488.7% | $7,497-59.2% | $847+261.2% |