Filed April 27, 2007 (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 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 | $53,730 | $125,758-57.3% | $169,993-68.4% | $75,163-28.5% |
| Participation rate | 63.6% | 83.6%-20.0pp | 87.0%-23.4pp | 67.2%-3.6pp |
| Annual return | 20.32% | 27.20%-6.9pp | 53.37%-33.1pp | 160.62%-140.3pp |
| Employer contribution / active EE | $2,317 | $4,615-49.8% | $6,785-65.9% | $2,670-13.2% |
| Participant deferral / active EE | $4,417 | $6,837-35.4% | $10,408-57.6% | $4,125+7.1% |
| Admin fee / account holder | $1,568 | $8,173-80.8% | $12,815-87.8% | $5,651-72.3% |