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 | $64,789 | $39,019+66.0% | $80,716-19.7% | $85,850-24.5% |
| Participation rate | 67.6% | 41.5%+26.0pp | 54.2%+13.4pp | 69.3%-1.7pp |
| Annual return | 12.22% | 26.27%-14.0pp | 87.28%-75.1pp | 318.53%-306.3pp |
| Employer contribution / active EE | $782 | $722+8.3% | $1,160-32.6% | $2,565-69.5% |
| Participant deferral / active EE | $3,927 | $1,326+196.2% | $2,146+83.0% | $3,952-0.6% |
| Admin fee / account holder | $455 | $2,431-81.3% | $3,380-86.5% | $6,260-92.7% |