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.)
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 | $100,817 | $78,672+28.1% | $109,143-7.6% | $85,850+17.4% |
| Participation rate | 50.0% | 68.3%-18.3pp | 75.9%-25.9pp | 69.3%-19.3pp |
| Annual return | 11.10% | 25.09%-14.0pp | 25.75%-14.6pp | 318.53%-307.4pp |
| Employer contribution / active EE | $433 | $2,735-84.2% | $3,722-88.4% | $2,565-83.1% |
| Participant deferral / active EE | $4,469 | $3,467+28.9% | $4,653-4.0% | $3,952+13.1% |
| Admin fee / account holder | $21,346 | $5,469+290.3% | $6,752+216.1% | $6,260+241.0% |