Filed August 1, 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 | $86,222 | $65,409+31.8% | $98,442-12.4% | $85,850+0.4% |
| Participation rate | 46.2% | 65.0%-18.8pp | 73.3%-27.2pp | 69.3%-23.2pp |
| Annual return | 14.43% | 21.76%-7.3pp | 1492.73%-1478.3pp | 318.53%-304.1pp |
| Employer contribution / active EE | $2,159 | $2,168-0.4% | $2,960-27.1% | $2,565-15.8% |
| Participant deferral / active EE | $2,658 | $3,166-16.0% | $4,276-37.8% | $3,952-32.7% |
| Admin fee / account holder | $16,676 | $4,593+263.1% | $5,949+180.3% | $6,260+166.4% |