Filed January 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $116,841 | $88,751+31.6% | $81,812+42.8% | $145,922-19.9% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.3%-32.3pp | 80.3%-40.3pp |
| Annual return | 9.03% | 1025.40%-1016.4pp | 773.79%-764.8pp | 561.29%-552.3pp |
| Employer contribution / active EE | $3,055 | $3,083-0.9% | $2,912+4.9% | $4,660-34.4% |
| Participant deferral / active EE | $3,743 | $4,643-19.4% | $4,319-13.3% | $6,688-44.0% |
| Admin fee / account holder | $1,723 | $8,415-79.5% | $7,386-76.7% | $13,397-87.1% |