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.)
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 | $35,954 | $41,377-13.1% | $109,313-67.1% | $62,891-42.8% |
| Participation rate | 64.2% | 57.5%+6.6pp | 71.3%-7.1pp | 69.3%-5.2pp |
| Annual return | 4.59% | 11.05%-6.5pp | 22.07%-17.5pp | 20.14%-15.5pp |
| Employer contribution / active EE | $748 | $1,276-41.4% | $3,892-80.8% | $2,281-67.2% |
| Participant deferral / active EE | $1,697 | $2,045-17.0% | $3,166-46.4% | $3,203-47.0% |
| Admin fee / account holder | $1,366 | $2,884-52.6% | $5,666-75.9% | $4,296-68.2% |