Filed July 12, 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.
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 | $122,826 | $76,552+60.4% | $123,892-0.9% | $62,891+95.3% |
| Participation rate | 59.2% | 73.0%-13.8pp | 81.4%-22.2pp | 69.3%-10.1pp |
| Annual return | 9.12% | 18.68%-9.6pp | 47.52%-38.4pp | 20.14%-11.0pp |
| Employer contribution / active EE | $1,636 | $2,883-43.2% | $4,617-64.6% | $2,281-28.3% |
| Participant deferral / active EE | $3,546 | $4,840-26.7% | $5,984-40.8% | $3,203+10.7% |
| Admin fee / account holder | $440 | $4,826-90.9% | $8,357-94.7% | $4,296-89.8% |