Filed July 21, 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.)
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 | $83,296 | $81,460+2.3% | $103,333-19.4% | $80,856+3.0% |
| Participation rate | 39.4% | 66.8%-27.5pp | 74.5%-35.1pp | 67.6%-28.2pp |
| Annual return | 11.42% | 25.55%-14.1pp | 24.88%-13.5pp | 35.59%-24.2pp |
| Employer contribution / active EE | $868 | $3,105-72.0% | $3,868-77.6% | $2,755-68.5% |
| Participant deferral / active EE | $1,615 | $3,869-58.2% | $5,057-68.1% | $4,296-62.4% |
| Admin fee / account holder | $1,406 | $6,566-78.6% | $8,355-83.2% | $6,918-79.7% |