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 | $50,043 | $86,929-42.4% | $102,423-51.1% | $80,856-38.1% |
| Participation rate | 57.9% | 72.4%-14.5pp | 76.5%-18.6pp | 67.6%-9.7pp |
| Annual return | 4.86% | 18.88%-14.0pp | 29.32%-24.5pp | 35.59%-30.7pp |
| Employer contribution / active EE | $1,499 | $2,369-36.7% | $3,023-50.4% | $2,755-45.6% |
| Participant deferral / active EE | $3,926 | $4,118-4.7% | $5,053-22.3% | $4,296-8.6% |
| Admin fee / account holder | $24,573 | $8,049+205.3% | $9,451+160.0% | $6,918+255.2% |