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 | $106,749-49.9% | $145,433-63.2% | $82,448-35.1% |
| Participation rate | 33.3% | 75.6%-42.3pp | 82.1%-48.8pp | 68.1%-34.7pp |
| Annual return | 21.89% | 27.59%-5.7pp | 66.58%-44.7pp | 41.64%-19.8pp |
| Employer contribution / active EE | $1,565 | $3,444-54.6% | $4,554-65.6% | $2,551-38.7% |
| Participant deferral / active EE | $3,543 | $6,519-45.6% | $7,897-55.1% | $4,139-14.4% |
| Admin fee / account holder | $1,953 | $8,390-76.7% | $13,129-85.1% | $7,234-73.0% |