Filed February 21, 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 | $96,865 | $104,251-7.1% | $91,001+6.4% | $147,584-34.4% |
| Participation rate | 62.5% | 78.2%-15.7pp | 75.6%-13.1pp | 82.8%-20.3pp |
| Annual return | 12.36% | 27.06%-14.7pp | 4.60%+7.8pp | 578.55%-566.2pp |
| Employer contribution / active EE | $854 | $3,116-72.6% | $2,456-65.2% | $4,876-82.5% |
| Participant deferral / active EE | $3,845 | $4,195-8.3% | $3,547+8.4% | $5,439-29.3% |
| Admin fee / account holder | $580 | $8,948-93.5% | $5,417-89.3% | $10,885-94.7% |