Filed April 6, 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 | $50,400 | $32,117+56.9% | $71,086-29.1% | $64,186-21.5% |
| Participation rate | 44.7% | 42.7%+2.0pp | 54.7%-10.0pp | 69.6%-24.9pp |
| Annual return | -5.40% | -5.57%+0.2pp | 650.59%-656.0pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,194 | $712+67.7% | $1,088+9.8% | $2,381-49.8% |
| Participant deferral / active EE | $3,315 | $1,263+162.5% | $1,874+76.9% | $3,470-4.5% |
| Admin fee / account holder | $3,209 | $2,759+16.3% | $3,082+4.1% | $4,888-34.3% |