Filed April 2, 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 9-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 | $174,526 | $85,766+103.5% | $136,294+28.1% | $70,131+148.9% |
| Participation rate | 44.1% | 74.2%-30.0pp | 81.9%-37.8pp | 69.5%-25.4pp |
| Annual return | 19.43% | 31.45%-12.0pp | 5155.94%-5136.5pp | 73.14%-53.7pp |
| Employer contribution / active EE | $736 | $2,966-75.2% | $4,695-84.3% | $2,342-68.6% |
| Participant deferral / active EE | $2,880 | $5,051-43.0% | $6,247-53.9% | $3,332-13.6% |
| Admin fee / account holder | $2,884 | $5,420-46.8% | $9,243-68.8% | $4,645-37.9% |