Filed January 6, 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 | $56,190 | $47,944+17.2% | $67,834-17.2% | $62,891-10.7% |
| Participation rate | 63.1% | 61.1%+2.0pp | 68.8%-5.7pp | 69.3%-6.2pp |
| Annual return | 6.17% | 11.77%-5.6pp | 138.47%-132.3pp | 20.14%-14.0pp |
| Employer contribution / active EE | $617 | $1,562-60.5% | $2,403-74.3% | $2,281-73.0% |
| Participant deferral / active EE | $3,110 | $2,247+38.4% | $3,160-1.6% | $3,203-2.9% |
| Admin fee / account holder | $928 | $3,712-75.0% | $4,622-79.9% | $4,296-78.4% |