Filed October 25, 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 | $102,644 | $121,625-15.6% | $104,607-1.9% | $158,922-35.4% |
| Participation rate | 45.5% | 77.5%-32.1pp | 74.1%-28.6pp | 82.0%-36.5pp |
| Annual return | 12.32% | 465.26%-452.9pp | 340.46%-328.1pp | 302.83%-290.5pp |
| Employer contribution / active EE | $1,053 | $3,163-66.7% | $2,681-60.7% | $4,761-77.9% |
| Participant deferral / active EE | $6,719 | $4,177+60.8% | $3,740+79.7% | $5,982+12.3% |
| Admin fee / account holder | $10,746 | $7,787+38.0% | $6,473+66.0% | $11,246-4.4% |