Filed July 26, 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 | $104,323 | $117,859-11.5% | $102,438+1.8% | $145,959-28.5% |
| Participation rate | 40.0% | 78.6%-38.6pp | 76.5%-36.5pp | 80.3%-40.3pp |
| Annual return | 11.58% | 31.72%-20.1pp | 29.37%-17.8pp | 561.95%-550.4pp |
| Employer contribution / active EE | $1,450 | $3,615-59.9% | $3,024-52.0% | $4,661-68.9% |
| Participant deferral / active EE | $4,545 | $5,732-20.7% | $5,054-10.1% | $6,689-32.0% |
| Admin fee / account holder | $35,919 | $13,318+169.7% | $9,448+280.2% | $13,398+168.1% |