Filed May 1, 2007 (most recent of 2 filings on file)
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 | $80,706 | $72,277+11.7% | $101,248-20.3% | $79,858+1.1% |
| Participation rate | 68.9% | 68.5%+0.4pp | 75.8%-6.9pp | 69.6%-0.7pp |
| Annual return | 21.25% | 22.30%-1.0pp | 46.47%-25.2pp | 31.71%-10.5pp |
| Employer contribution / active EE | $1,673 | $2,692-37.8% | $3,660-54.3% | $2,471-32.3% |
| Participant deferral / active EE | $3,376 | $3,282+2.9% | $4,370-22.8% | $3,740-9.7% |
| Admin fee / account holder | $5,566 | $4,400+26.5% | $5,945-6.4% | $5,306+4.9% |