Filed May 10, 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 5-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 | $53,927 | $100,970-46.6% | $96,576-44.2% | $137,256-60.7% |
| Participation rate | 31.3% | 82.6%-51.4pp | 81.4%-50.2pp | 80.0%-48.7pp |
| Annual return | 16.92% | 38.16%-21.2pp | 38.47%-21.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $910 | $3,809-76.1% | $3,553-74.4% | $4,156-78.1% |
| Participant deferral / active EE | $3,397 | $8,286-59.0% | $7,956-57.3% | $6,407-47.0% |
| Admin fee / account holder | $4,505 | $11,312-60.2% | $11,381-60.4% | $12,270-63.3% |