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 | $137,424 | $63,861+115.2% | $104,607+31.4% | $79,858+72.1% |
| Participation rate | 41.2% | 64.9%-23.7pp | 74.1%-32.9pp | 69.6%-28.5pp |
| Annual return | 14.49% | 21.30%-6.8pp | 340.46%-326.0pp | 31.71%-17.2pp |
| Employer contribution / active EE | $1,296 | $1,588-18.4% | $2,681-51.6% | $2,471-47.5% |
| Participant deferral / active EE | $2,106 | $2,693-21.8% | $3,740-43.7% | $3,740-43.7% |
| Admin fee / account holder | $914 | $4,185-78.1% | $6,473-85.9% | $5,306-82.8% |