Filed July 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 | $74,180 | $63,346+17.1% | $92,233-19.6% | $70,131+5.8% |
| Participation rate | 61.0% | 68.7%-7.6pp | 76.5%-15.4pp | 69.5%-8.5pp |
| Annual return | 16.58% | 530.12%-513.5pp | 176.28%-159.7pp | 73.14%-56.6pp |
| Employer contribution / active EE | $1,012 | $2,471-59.0% | $3,679-72.5% | $2,342-56.8% |
| Participant deferral / active EE | $3,848 | $2,854+34.9% | $3,897-1.2% | $3,332+15.5% |
| Admin fee / account holder | $11,137 | $3,840+190.0% | $5,194+114.4% | $4,645+139.8% |