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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $97,788 | $81,248+20.4% | $155,509-37.1% | $80,856+20.9% |
| Participation rate | 54.1% | 66.2%-12.2pp | 78.2%-24.1pp | 67.6%-13.6pp |
| Annual return | 8.88% | 33.31%-24.4pp | 64.67%-55.8pp | 35.59%-26.7pp |
| Employer contribution / active EE | $1,331 | $3,100-57.1% | $4,672-71.5% | $2,755-51.7% |
| Participant deferral / active EE | $2,631 | $3,452-23.8% | $5,626-53.2% | $4,296-38.7% |
| Admin fee / account holder | $4,123 | $7,997-48.4% | $15,912-74.1% | $6,918-40.4% |