Filed April 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 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 | $78,834 | $73,787+6.8% | $98,716-20.1% | $82,448-4.4% |
| Participation rate | 50.8% | 61.4%-10.6pp | 69.3%-18.4pp | 68.1%-17.2pp |
| Annual return | 17.16% | 18.57%-1.4pp | 31.81%-14.7pp | 41.64%-24.5pp |
| Employer contribution / active EE | $723 | $1,511-52.2% | $2,279-68.3% | $2,551-71.7% |
| Participant deferral / active EE | $1,921 | $3,081-37.7% | $4,048-52.5% | $4,139-53.6% |
| Admin fee / account holder | $8,089 | $6,500+24.4% | $8,703-7.1% | $7,234+11.8% |