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 | $56,644 | $138,347-59.1% | $184,203-69.2% | $80,856-29.9% |
| Participation rate | 55.3% | 83.9%-28.6pp | 86.8%-31.5pp | 67.6%-12.3pp |
| Annual return | 11.94% | 20.02%-8.1pp | 28.81%-16.9pp | 35.59%-23.7pp |
| Employer contribution / active EE | $2,070 | $4,850-57.3% | $6,427-67.8% | $2,755-24.9% |
| Participant deferral / active EE | $4,024 | $7,071-43.1% | $9,131-55.9% | $4,296-6.3% |
| Admin fee / account holder | $7,147 | $10,483-31.8% | $13,901-48.6% | $6,918+3.3% |