Filed January 16, 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 | $89,977 | $91,190-1.3% | $178,490-49.6% | $79,858+12.7% |
| Participation rate | 56.7% | 69.2%-12.5pp | 81.9%-25.3pp | 69.6%-13.0pp |
| Annual return | 10.91% | 24.19%-13.3pp | 151.07%-140.2pp | 31.71%-20.8pp |
| Employer contribution / active EE | $2,463 | $3,256-24.3% | $5,011-50.8% | $2,471-0.3% |
| Participant deferral / active EE | $1,861 | $3,236-42.5% | $5,202-64.2% | $3,740-50.2% |
| Admin fee / account holder | $6,816 | $6,751+1.0% | $13,984-51.3% | $5,306+28.5% |