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 | $120,552 | $80,717+49.4% | $154,803-22.1% | $84,808+42.1% |
| Participation rate | 69.6% | 66.8%+2.8pp | 78.1%-8.5pp | 68.3%+1.3pp |
| Annual return | 47.45% | 37.96%+9.5pp | 58.88%-11.4pp | 40.90%+6.6pp |
| Employer contribution / active EE | $1,966 | $2,761-28.8% | $4,305-54.3% | $2,631-25.3% |
| Participant deferral / active EE | $4,681 | $3,303+41.7% | $5,540-15.5% | $4,212+11.2% |
| Admin fee / account holder | $7,437 | $6,746+10.2% | $14,329-48.1% | $7,344+1.3% |