Filed January 12, 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 5-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 | $45,520 | $133,922-66.0% | $116,228-60.8% | $142,382-68.0% |
| Participation rate | 69.6% | 77.9%-8.3pp | 74.6%-5.0pp | 80.1%-10.6pp |
| Annual return | 17.37% | 147.76%-130.4pp | 90.06%-72.7pp | 217.08%-199.7pp |
| Employer contribution / active EE | $1,559 | $3,446-54.8% | $2,994-47.9% | $4,299-63.7% |
| Participant deferral / active EE | $3,166 | $5,672-44.2% | $4,953-36.1% | $6,507-51.3% |
| Admin fee / account holder | $329 | $14,945-97.8% | $11,989-97.3% | $12,624-97.4% |