Filed September 12, 2006 (most recent of 3 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 | $70,327 | $77,899-9.7% | $149,673-53.0% | $75,163-6.4% |
| Participation rate | 55.1% | 65.6%-10.5pp | 78.8%-23.7pp | 67.2%-12.1pp |
| Annual return | 23.90% | 31.72%-7.8pp | 134.42%-110.5pp | 160.62%-136.7pp |
| Employer contribution / active EE | $2,067 | $3,137-34.1% | $4,818-57.1% | $2,670-22.6% |
| Participant deferral / active EE | $4,083 | $3,411+19.7% | $5,680-28.1% | $4,125-1.0% |
| Admin fee / account holder | $3,619 | $5,956-39.2% | $13,210-72.6% | $5,651-36.0% |