Filed September 29, 2005
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $65,900 | $48,046+37.2% | $84,611-22.1% | $72,985-9.7% |
| Participation rate | 58.8% | 57.6%+1.2pp | 68.2%-9.4pp | 69.5%-10.7pp |
| Annual return | 16.40% | 37.38%-21.0pp | 258.74%-242.3pp | 81.00%-64.6pp |
| Employer contribution / active EE | $1,965 | $1,602+22.7% | $2,652-25.9% | $2,440-19.4% |
| Participant deferral / active EE | $1,640 | $2,680-38.8% | $3,899-57.9% | $3,607-54.6% |
| Admin fee / account holder | $323 | $3,395-90.5% | $4,912-93.4% | $5,124-93.7% |