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 | $75,954 | $53,516+41.9% | $126,539-40.0% | $84,808-10.4% |
| Participation rate | 33.8% | 58.2%-24.5pp | 69.8%-36.0pp | 68.3%-34.5pp |
| Annual return | 22.06% | 58.34%-36.3pp | 425.95%-403.9pp | 40.90%-18.8pp |
| Employer contribution / active EE | $684 | $1,535-55.4% | $3,674-81.4% | $2,631-74.0% |
| Participant deferral / active EE | $1,426 | $2,671-46.6% | $4,083-65.1% | $4,212-66.1% |
| Admin fee / account holder | $1,648 | $4,497-63.3% | $6,065-72.8% | $7,344-77.6% |