Filed April 26, 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 | $45,688 | $102,966-55.6% | $90,281-49.4% | $152,861-70.1% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 15.46% | 95.16%-79.7pp | 78.10%-62.6pp | 345.32%-329.9pp |
| Employer contribution / active EE | $4,386 | $3,139+39.7% | $2,854+53.7% | $4,762-7.9% |
| Participant deferral / active EE | $5,879 | $4,281+37.3% | $3,885+51.3% | $5,850+0.5% |
| Admin fee / account holder | $1,302 | $6,171-78.9% | $5,351-75.7% | $11,596-88.8% |