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 | $74,927+5.2% | $101,794-22.6% | $84,808-7.0% |
| Participation rate | 50.8% | 61.4%-10.6pp | 69.2%-18.3pp | 68.3%-17.5pp |
| Annual return | 17.16% | 18.70%-1.5pp | 30.53%-13.4pp | 40.90%-23.7pp |
| Employer contribution / active EE | $723 | $1,522-52.5% | $2,289-68.4% | $2,631-72.5% |
| Participant deferral / active EE | $1,921 | $3,099-38.0% | $4,084-53.0% | $4,212-54.4% |
| Admin fee / account holder | $8,089 | $6,514+24.2% | $8,777-7.8% | $7,344+10.1% |