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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
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 | $80,661 | $138,044-41.6% | $125,339-35.6% | $134,475-40.0% |
| Participation rate | 61.9% | 84.5%-22.6pp | 82.4%-20.5pp | 81.2%-19.3pp |
| Annual return | 3.00% | 750.33%-747.3pp | 572.05%-569.1pp | 417.96%-415.0pp |
| Employer contribution / active EE | $1,526 | $5,243-70.9% | $4,814-68.3% | $4,740-67.8% |
| Participant deferral / active EE | $2,251 | $7,799-71.1% | $7,446-69.8% | $6,400-64.8% |
| Admin fee / account holder | $2,378 | $11,571-79.4% | $10,010-76.2% | $11,426-79.2% |