Filed August 29, 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 | $128,472 | $58,523+119.5% | $99,443+29.2% | $72,985+76.0% |
| Participation rate | 38.2% | 64.6%-26.4pp | 73.8%-35.6pp | 69.5%-31.3pp |
| Annual return | 17.98% | 28.51%-10.5pp | 30.72%-12.7pp | 81.00%-63.0pp |
| Employer contribution / active EE | $1,148 | $1,512-24.1% | $2,540-54.8% | $2,440-52.9% |
| Participant deferral / active EE | $1,838 | $2,606-29.5% | $3,619-49.2% | $3,607-49.0% |
| Admin fee / account holder | $1,059 | $4,102-74.2% | $6,250-83.1% | $5,124-79.3% |