Filed July 27, 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 | $34,695 | $46,553-25.5% | $64,056-45.8% | $75,163-53.8% |
| Participation rate | 66.7% | 65.9%+0.7pp | 72.3%-5.6pp | 67.2%-0.5pp |
| Annual return | 16.11% | 26.03%-9.9pp | 33.69%-17.6pp | 160.62%-144.5pp |
| Employer contribution / active EE | $2,250 | $1,974+14.0% | $2,747-18.1% | $2,670-15.7% |
| Participant deferral / active EE | $3,007 | $2,837+6.0% | $3,880-22.5% | $4,125-27.1% |
| Admin fee / account holder | $3,454 | $2,952+17.0% | $3,068+12.6% | $5,651-38.9% |