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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $12,231 | $34,934-65.0% | $56,411-78.3% | $74,495-83.6% |
| Participation rate | 59.5% | 32.8%+26.7pp | 52.5%+7.1pp | 67.2%-7.7pp |
| Annual return | 9.62% | 25.94%-16.3pp | 1701.33%-1691.7pp | 1364.94%-1355.3pp |
| Employer contribution / active EE | $671 | $609+10.1% | $1,039-35.4% | $2,623-74.4% |
| Participant deferral / active EE | $1,524 | $1,170+30.2% | $1,952-21.9% | $4,346-64.9% |
| Admin fee / account holder | $369 | $2,364-84.4% | $2,829-87.0% | $1,942-81.0% |