Filed September 21, 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 | $46,310 | $76,407-39.4% | $150,298-69.2% | $82,448-43.8% |
| Participation rate | 69.6% | 66.4%+3.2pp | 77.8%-8.2pp | 68.1%+1.5pp |
| Annual return | 14.36% | 39.99%-25.6pp | 62.79%-48.4pp | 41.64%-27.3pp |
| Employer contribution / active EE | $1,031 | $2,614-60.6% | $4,154-75.2% | $2,551-59.6% |
| Participant deferral / active EE | $2,377 | $3,214-26.1% | $5,453-56.4% | $4,139-42.6% |
| Admin fee / account holder | $2,864 | $6,352-54.9% | $14,116-79.7% | $7,234-60.4% |