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 | $80,717-42.6% | $154,803-70.1% | $84,808-45.4% |
| Participation rate | 69.6% | 66.8%+2.8pp | 78.1%-8.5pp | 68.3%+1.3pp |
| Annual return | 14.36% | 37.96%-23.6pp | 58.88%-44.5pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,031 | $2,761-62.7% | $4,305-76.1% | $2,631-60.8% |
| Participant deferral / active EE | $2,377 | $3,303-28.0% | $5,540-57.1% | $4,212-43.6% |
| Admin fee / account holder | $2,864 | $6,746-57.5% | $14,329-80.0% | $7,344-61.0% |