Filed July 19, 2006 (most recent of 4 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 | $48,879 | $67,606-27.7% | $82,313-40.6% | $70,131-30.3% |
| Participation rate | 68.8% | 72.8%-4.0pp | 76.9%-8.1pp | 69.5%-0.8pp |
| Annual return | 12.86% | 21.57%-8.7pp | 25.88%-13.0pp | 73.14%-60.3pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,601 | $2,987-12.9% | $3,706-29.8% | $3,332-21.9% |
| Admin fee / account holder | $1,629 | $4,512-63.9% | $5,608-71.0% | $4,645-64.9% |