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 | $90,281 | $27,641+226.6% | $61,373+47.1% | $68,494+31.8% |
| Participation rate | 66.7% | 39.5%+27.2pp | 52.6%+14.1pp | 67.9%-1.2pp |
| Annual return | -13.59% | -13.24%-0.4pp | 338.61%-352.2pp | -7.84%-5.8pp |
| Employer contribution / active EE | $942 | $695+35.5% | $1,159-18.7% | $2,596-63.7% |
| Participant deferral / active EE | $2,545 | $1,263+101.5% | $2,125+19.8% | $4,027-36.8% |
| Admin fee / account holder | $4,646 | $2,010+131.1% | $2,130+118.1% | $5,403-14.0% |