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 | $28,837 | $55,453-48.0% | $170,442-83.1% | $62,292-53.7% |
| Participation rate | 29.8% | 66.4%-36.6pp | 83.6%-53.8pp | 69.5%-39.7pp |
| Annual return | 27.17% | 21.38%+5.8pp | 205.93%-178.8pp | 28.90%-1.7pp |
| Employer contribution / active EE | $694 | $2,164-67.9% | $5,433-87.2% | $2,042-66.0% |
| Participant deferral / active EE | $1,494 | $2,303-35.1% | $4,939-69.8% | $3,169-52.9% |
| Admin fee / account holder | $716 | $455+57.4% | $13,880-94.8% | $479+49.4% |