Filed January 30, 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 | $90,567 | $99,079-8.6% | $77,999+16.1% | $273,961-66.9% |
| Participation rate | 57.9% | 78.6%-20.7pp | 75.5%-17.6pp | 83.0%-25.1pp |
| Annual return | 12.34% | 217.93%-205.6pp | 425.96%-413.6pp | 41.45%-29.1pp |
| Employer contribution / active EE | $962 | $3,308-70.9% | $2,470-61.0% | $4,869-80.2% |
| Participant deferral / active EE | $2,966 | $4,306-31.1% | $3,497-15.2% | $5,287-43.9% |
| Admin fee / account holder | $424 | $8,954-95.3% | $5,480-92.3% | $10,132-95.8% |