Filed February 21, 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 | $152,818 | $56,054+172.6% | $171,082-10.7% | $62,891+143.0% |
| Participation rate | 45.8% | 62.9%-17.0pp | 76.7%-30.9pp | 69.3%-23.5pp |
| Annual return | 7.30% | 22.52%-15.2pp | 32.56%-25.3pp | 20.14%-12.8pp |
| Employer contribution / active EE | $384 | $1,731-77.8% | $4,002-90.4% | $2,281-83.2% |
| Participant deferral / active EE | $3,126 | $3,158-1.0% | $4,797-34.8% | $3,203-2.4% |
| Admin fee / account holder | $11,673 | $3,647+220.1% | $8,520+37.0% | $4,296+171.7% |