Filed September 15, 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 5-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 | $8,669 | $27,839-68.9% | $58,482-85.2% | $71,457-87.9% |
| Participation rate | 61.2% | 34.5%+26.7pp | 50.9%+10.4pp | 67.9%-6.7pp |
| Annual return | 14.40% | 26.81%-12.4pp | 4239.32%-4224.9pp | 28.85%-14.5pp |
| Employer contribution / active EE | $645 | $631+2.2% | $1,053-38.8% | $2,588-75.1% |
| Participant deferral / active EE | $1,523 | $1,206+26.2% | $1,924-20.8% | $4,289-64.5% |
| Admin fee / account holder | $688 | $1,641-58.1% | $2,516-72.6% | $1,587-56.6% |