Filed March 20, 2007 (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 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $74,028 | $65,365+13.3% | $92,893-20.3% | $72,985+1.4% |
| Participation rate | 61.0% | 68.3%-7.3pp | 76.0%-15.0pp | 69.5%-8.5pp |
| Annual return | 17.05% | 42.10%-25.1pp | 109.41%-92.4pp | 81.00%-64.0pp |
| Employer contribution / active EE | $472 | $2,594-81.8% | $3,653-87.1% | $2,440-80.7% |
| Participant deferral / active EE | $4,748 | $3,128+51.8% | $4,236+12.1% | $3,607+31.6% |
| Admin fee / account holder | $3,977 | $4,251-6.5% | $5,794-31.4% | $5,124-22.4% |