Filed June 16, 2006 (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.)
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 | $65,893 | $80,968-18.6% | $96,544-31.7% | $75,163-12.3% |
| Participation rate | 60.0% | 71.8%-11.8pp | 76.0%-16.0pp | 67.2%-7.2pp |
| Annual return | 8.80% | 27.06%-18.3pp | 25.84%-17.0pp | 160.62%-151.8pp |
| Employer contribution / active EE | $1,257 | $2,282-44.9% | $2,965-57.6% | $2,670-52.9% |
| Participant deferral / active EE | $2,695 | $3,928-31.4% | $4,851-44.4% | $4,125-34.7% |
| Admin fee / account holder | $8,210 | $6,724+22.1% | $8,252-0.5% | $5,651+45.3% |