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 | $76,686 | $57,354+33.7% | $83,848-8.5% | $64,186+19.5% |
| Participation rate | 62.0% | 68.6%-6.6pp | 76.1%-14.1pp | 69.6%-7.5pp |
| Annual return | -7.26% | 11.38%-18.6pp | 850.88%-858.1pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,107 | $2,545-56.5% | $3,631-69.5% | $2,381-53.5% |
| Participant deferral / active EE | $4,589 | $2,993+53.3% | $4,082+12.4% | $3,470+32.3% |
| Admin fee / account holder | $1,980 | $4,046-51.1% | $5,478-63.9% | $4,888-59.5% |