Filed February 1, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $48,764 | $56,897-14.3% | $84,750-42.5% | $62,891-22.5% |
| Participation rate | 29.0% | 68.5%-39.5pp | 76.6%-47.6pp | 69.3%-40.3pp |
| Annual return | 3.23% | 6.30%-3.1pp | 22.78%-19.6pp | 20.14%-16.9pp |
| Employer contribution / active EE | $1,256 | $2,400-47.7% | $3,574-64.9% | $2,281-45.0% |
| Participant deferral / active EE | $1,409 | $2,709-48.0% | $3,712-62.0% | $3,203-56.0% |
| Admin fee / account holder | $9,058 | $3,581+153.0% | $5,332+69.9% | $4,296+110.9% |