Filed April 5, 2007
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.
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 | $62,229 | $53,516+16.3% | $126,539-50.8% | $84,808-26.6% |
| Participation rate | 65.3% | 58.2%+7.1pp | 69.8%-4.5pp | 68.3%-3.0pp |
| Annual return | 19.57% | 58.34%-38.8pp | 425.95%-406.4pp | 40.90%-21.3pp |
| Employer contribution / active EE | $1,915 | $1,535+24.8% | $3,674-47.9% | $2,631-27.2% |
| Participant deferral / active EE | $3,836 | $2,671+43.6% | $4,083-6.0% | $4,212-8.9% |
| Admin fee / account holder | $923 | $4,497-79.5% | $6,065-84.8% | $7,344-87.4% |