Filed July 19, 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 | $23,897 | $77,634-69.2% | $156,549-84.7% | $62,891-62.0% |
| Participation rate | 27.1% | 71.2%-44.1pp | 84.0%-57.0pp | 69.3%-42.2pp |
| Annual return | 11.89% | 50.32%-38.4pp | 32.23%-20.3pp | 20.14%-8.2pp |
| Employer contribution / active EE | $565 | $3,444-83.6% | $5,501-89.7% | $2,281-75.2% |
| Participant deferral / active EE | $1,541 | $3,045-49.4% | $4,871-68.4% | $3,203-51.9% |
| Admin fee / account holder | $732 | $5,561-86.8% | $13,027-94.4% | $4,296-83.0% |