Filed May 18, 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 | $147,352 | $72,277+103.9% | $101,248+45.5% | $79,858+84.5% |
| Participation rate | 44.1% | 68.5%-24.3pp | 75.8%-31.7pp | 69.6%-25.5pp |
| Annual return | 14.16% | 22.30%-8.1pp | 46.47%-32.3pp | 31.71%-17.6pp |
| Employer contribution / active EE | $1,831 | $2,692-32.0% | $3,660-50.0% | $2,471-25.9% |
| Participant deferral / active EE | $3,977 | $3,282+21.2% | $4,370-9.0% | $3,740+6.3% |
| Admin fee / account holder | $597 | $4,400-86.4% | $5,945-90.0% | $5,306-88.7% |