Filed October 24, 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 | $80,874 | $53,516+51.1% | $126,539-36.1% | $84,808-4.6% |
| Participation rate | 31.6% | 58.2%-26.7pp | 69.8%-38.2pp | 68.3%-36.7pp |
| Annual return | 16.24% | 58.34%-42.1pp | 425.95%-409.7pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,335 | $1,535-13.0% | $3,674-63.7% | $2,631-49.3% |
| Participant deferral / active EE | $2,248 | $2,671-15.8% | $4,083-44.9% | $4,212-46.6% |
| Admin fee / account holder | $4,515 | $4,497+0.4% | $6,065-25.5% | $7,344-38.5% |