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 | $50,873 | $46,869+8.5% | $122,332-58.4% | $70,131-27.5% |
| Participation rate | 28.9% | 58.2%-29.2pp | 71.6%-42.7pp | 69.5%-40.6pp |
| Annual return | 21.02% | 24.22%-3.2pp | 30.27%-9.2pp | 73.14%-52.1pp |
| Employer contribution / active EE | $917 | $1,288-28.8% | $4,050-77.4% | $2,342-60.8% |
| Participant deferral / active EE | $1,609 | $2,166-25.7% | $3,287-51.0% | $3,332-51.7% |
| Admin fee / account holder | $651 | $3,322-80.4% | $5,478-88.1% | $4,645-86.0% |