Filed January 6, 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 | $106,473 | $58,208+82.9% | $81,812+30.1% | $80,856+31.7% |
| Participation rate | 52.5% | 63.4%-10.9pp | 72.3%-19.8pp | 67.6%-15.1pp |
| Annual return | 12.31% | 41.66%-29.4pp | 773.79%-761.5pp | 35.59%-23.3pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,680 | $3,281-48.8% | $4,319-61.1% | $4,296-60.9% |
| Admin fee / account holder | $1,766 | $4,981-64.6% | $7,386-76.1% | $6,918-74.5% |