Filed January 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 | $82,877 | $48,364+71.4% | $71,796+15.4% | $62,891+31.8% |
| Participation rate | 59.0% | 60.6%-1.6pp | 69.1%-10.1pp | 69.3%-10.3pp |
| Annual return | 9.54% | 13.16%-3.6pp | 78.04%-68.5pp | 20.14%-10.6pp |
| Employer contribution / active EE | $1,389 | $1,042+33.3% | $1,924-27.8% | $2,281-39.1% |
| Participant deferral / active EE | $2,825 | $2,091+35.1% | $2,794+1.1% | $3,203-11.8% |
| Admin fee / account holder | $7,380 | $3,771+95.7% | $4,815+53.3% | $4,296+71.8% |