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 | $68,129 | $46,674+46.0% | $117,472-42.0% | $68,494-0.5% |
| Participation rate | 47.8% | 56.8%-8.9pp | 70.6%-22.8pp | 67.9%-20.1pp |
| Annual return | -17.34% | -14.52%-2.8pp | 29.74%-47.1pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,068 | $1,505-29.0% | $4,176-74.4% | $2,596-58.9% |
| Participant deferral / active EE | $2,430 | $2,636-7.8% | $4,070-40.3% | $4,027-39.7% |
| Admin fee / account holder | $3,283 | $4,020-18.3% | $5,645-41.8% | $5,403-39.2% |