Filed July 22, 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,635 | $60,323-70.8% | $81,812-78.4% | $74,495-76.3% |
| Participation rate | 65.2% | 62.9%+2.3pp | 72.3%-7.2pp | 67.2%-2.0pp |
| Annual return | 17.18% | 16.90%+0.3pp | 773.79%-756.6pp | 1364.94%-1347.8pp |
| Employer contribution / active EE | $895 | $2,620-65.8% | $2,912-69.3% | $2,623-65.9% |
| Participant deferral / active EE | $1,846 | $3,387-45.5% | $4,319-57.2% | $4,346-57.5% |
| Admin fee / account holder | $390 | $1,486-73.8% | $7,386-94.7% | $1,942-79.9% |