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 | $95,868 | $54,541+75.8% | $78,778+21.7% | $70,131+36.7% |
| Participation rate | 69.3% | 60.8%+8.5pp | 69.2%+0.1pp | 69.5%-0.2pp |
| Annual return | 17.00% | 21.07%-4.1pp | 35.62%-18.6pp | 73.14%-56.1pp |
| Employer contribution / active EE | $1,443 | $1,089+32.6% | $1,986-27.3% | $2,342-38.4% |
| Participant deferral / active EE | $3,065 | $2,210+38.7% | $2,958+3.6% | $3,332-8.0% |
| Admin fee / account holder | $8,536 | $3,709+130.2% | $5,134+66.3% | $4,645+83.7% |