Filed August 2, 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 | $75,235 | $74,927+0.4% | $101,794-26.1% | $84,808-11.3% |
| Participation rate | 38.9% | 61.4%-22.5pp | 69.2%-30.3pp | 68.3%-29.4pp |
| Annual return | 17.07% | 18.70%-1.6pp | 30.53%-13.5pp | 40.90%-23.8pp |
| Employer contribution / active EE | $1,198 | $1,522-21.3% | $2,289-47.7% | $2,631-54.5% |
| Participant deferral / active EE | $2,502 | $3,099-19.3% | $4,084-38.7% | $4,212-40.6% |
| Admin fee / account holder | $819 | $6,514-87.4% | $8,777-90.7% | $7,344-88.8% |