Filed October 25, 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.
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 | $66,953 | $89,355-25.1% | $141,162-52.6% | $72,985-8.3% |
| Participation rate | 86.2% | 75.1%+11.1pp | 82.5%+3.7pp | 69.5%+16.7pp |
| Annual return | 4.30% | 111.85%-107.5pp | 71.39%-67.1pp | 81.00%-76.7pp |
| Employer contribution / active EE | $517 | $3,114-83.4% | $4,735-89.1% | $2,440-78.8% |
| Participant deferral / active EE | $2,947 | $5,418-45.6% | $6,709-56.1% | $3,607-18.3% |
| Admin fee / account holder | $4,763 | $5,958-20.1% | $10,261-53.6% | $5,124-7.0% |