Filed February 1, 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 4-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 | $53,481 | $109,881-51.3% | $150,045-64.4% | $84,808-36.9% |
| Participation rate | 33.3% | 76.1%-42.8pp | 82.3%-49.0pp | 68.3%-35.0pp |
| Annual return | 21.89% | 28.25%-6.4pp | 62.55%-40.7pp | 40.90%-19.0pp |
| Employer contribution / active EE | $1,565 | $3,561-56.1% | $4,693-66.7% | $2,631-40.5% |
| Participant deferral / active EE | $3,543 | $6,636-46.6% | $7,997-55.7% | $4,212-15.9% |
| Admin fee / account holder | $1,953 | $8,568-77.2% | $13,435-85.5% | $7,344-73.4% |