Filed October 18, 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 | $40,958 | $41,377-1.0% | $109,313-62.5% | $62,891-34.9% |
| Participation rate | 47.1% | 57.5%-10.5pp | 71.3%-24.2pp | 69.3%-22.2pp |
| Annual return | 8.76% | 11.05%-2.3pp | 22.07%-13.3pp | 20.14%-11.4pp |
| Employer contribution / active EE | $838 | $1,276-34.3% | $3,892-78.5% | $2,281-63.3% |
| Participant deferral / active EE | $3,723 | $2,045+82.1% | $3,166+17.6% | $3,203+16.2% |
| Admin fee / account holder | $352 | $2,884-87.8% | $5,666-93.8% | $4,296-91.8% |