Filed September 6, 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 | $52,085 | $42,546+22.4% | $71,796-27.5% | $55,167-5.6% |
| Participation rate | 65.3% | 59.1%+6.2pp | 69.1%-3.8pp | 69.0%-3.6pp |
| Annual return | 6.65% | 12.36%-5.7pp | 78.04%-71.4pp | 169.23%-162.6pp |
| Employer contribution / active EE | $1,063 | $803+32.3% | $1,924-44.8% | $1,963-45.9% |
| Participant deferral / active EE | $3,593 | $2,064+74.0% | $2,794+28.6% | $3,054+17.6% |
| Admin fee / account holder | $1,311 | $650+101.8% | $4,815-72.8% | $504+160.2% |