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 | $74,519 | $49,173+51.5% | $121,098-38.5% | $75,163-0.9% |
| Participation rate | 53.5% | 55.4%-1.9pp | 69.5%-16.0pp | 67.2%-13.7pp |
| Annual return | 17.52% | 55.99%-38.5pp | 985.75%-968.2pp | 160.62%-143.1pp |
| Employer contribution / active EE | $1,453 | $1,546-6.0% | $4,164-65.1% | $2,670-45.6% |
| Participant deferral / active EE | $3,065 | $2,628+16.6% | $4,080-24.9% | $4,125-25.7% |
| Admin fee / account holder | $8,766 | $3,942+122.4% | $5,644+55.3% | $5,651+55.1% |