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 | $206,005 | $64,839+217.7% | $95,585+115.5% | $84,808+142.9% |
| Participation rate | 29.4% | 63.8%-34.4pp | 72.1%-42.7pp | 68.3%-38.9pp |
| Annual return | 17.74% | -670.96%+688.7pp | 38.56%-20.8pp | 40.90%-23.2pp |
| Employer contribution / active EE | $1,244 | $1,759-29.2% | $2,527-50.7% | $2,631-52.7% |
| Participant deferral / active EE | $2,078 | $2,965-29.9% | $4,023-48.4% | $4,212-50.7% |
| Admin fee / account holder | $1,383 | $5,964-76.8% | $6,127-77.4% | $7,344-81.2% |