Filed July 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 | $102,889 | $90,600+13.6% | $79,464+29.5% | $135,375-24.0% |
| Participation rate | 57.1% | 76.0%-18.9pp | 73.3%-16.2pp | 82.6%-25.5pp |
| Annual return | 100.87% | 977.43%-876.6pp | 718.14%-617.3pp | 519.73%-418.9pp |
| Employer contribution / active EE | $3,179 | $3,068+3.6% | $2,800+13.5% | $4,779-33.5% |
| Participant deferral / active EE | $1,913 | $4,050-52.8% | $3,704-48.3% | $5,609-65.9% |
| Admin fee / account holder | $14,875 | $5,907+151.8% | $5,113+190.9% | $10,827+37.4% |