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 | $47,603 | $48,230-1.3% | $67,502-29.5% | $80,856-41.1% |
| Participation rate | 52.4% | 66.4%-14.0pp | 72.9%-20.5pp | 67.6%-15.3pp |
| Annual return | 13.33% | 18.28%-4.9pp | 3512.12%-3498.8pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,906 | $2,020-5.6% | $2,731-30.2% | $2,755-30.8% |
| Participant deferral / active EE | $2,413 | $2,924-17.5% | $4,000-39.7% | $4,296-43.8% |
| Admin fee / account holder | $2,306 | $3,681-37.4% | $3,998-42.3% | $6,918-66.7% |