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 | $55,046 | $34,308+60.4% | $74,701-26.3% | $72,985-24.6% |
| Participation rate | 56.3% | 42.4%+13.9pp | 54.5%+1.8pp | 69.5%-13.2pp |
| Annual return | 21.72% | 26.58%-4.9pp | 752.92%-731.2pp | 81.00%-59.3pp |
| Employer contribution / active EE | $1,481 | $692+114.2% | $1,084+36.7% | $2,440-39.3% |
| Participant deferral / active EE | $3,878 | $1,271+205.1% | $1,964+97.5% | $3,607+7.5% |
| Admin fee / account holder | $1,381 | $2,124-35.0% | $3,333-58.6% | $5,124-73.1% |