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 | $47,227 | $46,869+0.8% | $122,332-61.4% | $70,131-32.7% |
| Participation rate | 67.3% | 58.2%+9.2pp | 71.6%-4.3pp | 69.5%-2.2pp |
| Annual return | 16.41% | 24.22%-7.8pp | 30.27%-13.9pp | 73.14%-56.7pp |
| Employer contribution / active EE | $843 | $1,288-34.5% | $4,050-79.2% | $2,342-64.0% |
| Participant deferral / active EE | $1,992 | $2,166-8.0% | $3,287-39.4% | $3,332-40.2% |
| Admin fee / account holder | $1,513 | $3,322-54.4% | $5,478-72.4% | $4,645-67.4% |