Filed May 8, 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 | $68,348 | $53,777+27.1% | $134,143-49.0% | $79,858-14.4% |
| Participation rate | 56.8% | 58.8%-2.0pp | 72.2%-15.4pp | 69.6%-12.8pp |
| Annual return | 25.48% | 19.01%+6.5pp | 36.33%-10.9pp | 31.71%-6.2pp |
| Employer contribution / active EE | $1,239 | $1,321-6.2% | $3,704-66.5% | $2,471-49.8% |
| Participant deferral / active EE | $2,627 | $2,420+8.5% | $3,499-24.9% | $3,740-29.8% |
| Admin fee / account holder | $5,770 | $3,984+44.8% | $6,684-13.7% | $5,306+8.7% |