Filed July 20, 2006 (most recent of 5 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 | $42,048 | $81,248-48.2% | $155,509-73.0% | $80,856-48.0% |
| Participation rate | 51.2% | 66.2%-15.0pp | 78.2%-26.9pp | 67.6%-16.4pp |
| Annual return | 19.23% | 33.31%-14.1pp | 64.67%-45.4pp | 35.59%-16.4pp |
| Employer contribution / active EE | $1,066 | $3,100-65.6% | $4,672-77.2% | $2,755-61.3% |
| Participant deferral / active EE | $2,070 | $3,452-40.0% | $5,626-63.2% | $4,296-51.8% |
| Admin fee / account holder | $5,323 | $7,997-33.4% | $15,912-66.5% | $6,918-23.1% |