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 | $216,002 | $131,829+63.9% | $108,579+98.9% | $273,961-21.2% |
| Participation rate | 63.6% | 83.5%-19.8pp | 79.6%-15.9pp | 83.0%-19.4pp |
| Annual return | 4.26% | -91.57%+95.8pp | -51.70%+56.0pp | 41.45%-37.2pp |
| Employer contribution / active EE | $1,979 | $4,912-59.7% | $3,758-47.3% | $4,869-59.4% |
| Participant deferral / active EE | $5,902 | $5,127+15.1% | $4,311+36.9% | $5,287+11.6% |
| Admin fee / account holder | $2,019 | $10,252-80.3% | $7,645-73.6% | $10,132-80.1% |