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 | $81,446+2.3% | $103,374-19.4% | $80,874+3.0% |
| Participation rate | 39.4% | 66.9%-27.5pp | 74.5%-35.1pp | 67.6%-28.3pp |
| Annual return | 11.42% | 25.57%-14.1pp | 24.89%-13.5pp | 35.62%-24.2pp |
| Employer contribution / active EE | $868 | $3,107-72.1% | $3,869-77.6% | $2,756-68.5% |
| Participant deferral / active EE | $1,615 | $3,870-58.3% | $5,058-68.1% | $4,297-62.4% |
| Admin fee / account holder | $1,406 | $6,715-79.1% | $8,394-83.3% | $6,935-79.7% |