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 | $56,144 | $54,350+3.3% | $82,719-32.1% | $68,494-18.0% |
| Participation rate | 33.3% | 63.9%-30.6pp | 72.6%-39.2pp | 67.9%-34.6pp |
| Annual return | -13.37% | -13.67%+0.3pp | 701.18%-714.5pp | -7.84%-5.5pp |
| Employer contribution / active EE | $840 | $2,218-62.1% | $3,009-72.1% | $2,596-67.6% |
| Participant deferral / active EE | $1,005 | $3,246-69.0% | $4,395-77.1% | $4,027-75.0% |
| Admin fee / account holder | $23,986 | $4,395+445.7% | $5,329+350.1% | $5,403+344.0% |