Filed September 14, 2006 (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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $219,707 | $114,381+92.1% | $107,525+104.3% | $142,382+54.3% |
| Participation rate | 69.2% | 78.1%-8.9pp | 75.1%-5.8pp | 80.1%-10.9pp |
| Annual return | 10.90% | 242.71%-231.8pp | 181.32%-170.4pp | 217.08%-206.2pp |
| Employer contribution / active EE | $805 | $4,015-79.9% | $3,754-78.6% | $4,299-81.3% |
| Participant deferral / active EE | $5,242 | $5,564-5.8% | $5,116+2.5% | $6,507-19.4% |
| Admin fee / account holder | $1,716 | $9,860-82.6% | $8,919-80.8% | $12,624-86.4% |