Filed June 14, 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 | $35,933 | $41,377-13.2% | $109,313-67.1% | $62,891-42.9% |
| Participation rate | 41.9% | 57.5%-15.6pp | 71.3%-29.3pp | 69.3%-27.4pp |
| Annual return | 7.12% | 11.05%-3.9pp | 22.07%-14.9pp | 20.14%-13.0pp |
| Employer contribution / active EE | $894 | $1,276-30.0% | $3,892-77.0% | $2,281-60.8% |
| Participant deferral / active EE | $1,694 | $2,045-17.2% | $3,166-46.5% | $3,203-47.1% |
| Admin fee / account holder | $2,608 | $2,884-9.6% | $5,666-54.0% | $4,296-39.3% |