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 | $102,256 | $72,277+41.5% | $101,248+1.0% | $79,858+28.0% |
| Participation rate | 54.5% | 68.5%-13.9pp | 75.8%-21.3pp | 69.6%-15.1pp |
| Annual return | 33.48% | 22.30%+11.2pp | 46.47%-13.0pp | 31.71%+1.8pp |
| Employer contribution / active EE | $436 | $2,692-83.8% | $3,660-88.1% | $2,471-82.4% |
| Participant deferral / active EE | $4,673 | $3,282+42.4% | $4,370+6.9% | $3,740+24.9% |
| Admin fee / account holder | $4,783 | $4,400+8.7% | $5,945-19.5% | $5,306-9.9% |