Filed January 23, 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 | $200,067 | $96,305+107.7% | $80,569+148.3% | $139,434+43.5% |
| Participation rate | 44.4% | 73.6%-29.2pp | 67.0%-22.6pp | 80.3%-35.9pp |
| Annual return | 13.19% | 1350.08%-1336.9pp | 935.43%-922.2pp | 372.94%-359.8pp |
| Employer contribution / active EE | $1,348 | $3,262-58.7% | $2,723-50.5% | $4,751-71.6% |
| Participant deferral / active EE | $6,485 | $5,232+23.9% | $4,447+45.8% | $6,710-3.4% |
| Admin fee / account holder | $14,719 | $6,599+123.1% | $5,377+173.7% | $11,403+29.1% |