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 | $228,269 | $99,877+128.5% | $84,966+168.7% | $145,922+56.4% |
| Participation rate | 30.8% | 74.1%-43.3pp | 67.5%-36.7pp | 80.3%-49.5pp |
| Annual return | 10.69% | 83.76%-73.1pp | 66.38%-55.7pp | 561.29%-550.6pp |
| Employer contribution / active EE | $559 | $3,231-82.7% | $2,727-79.5% | $4,660-88.0% |
| Participant deferral / active EE | $1,537 | $5,291-71.0% | $4,519-66.0% | $6,688-77.0% |
| Admin fee / account holder | $2,057 | $7,248-71.6% | $6,149-66.5% | $13,397-84.6% |