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 | $77,985 | $49,922+56.2% | $80,569-3.2% | $75,163+3.8% |
| Participation rate | 69.8% | 55.3%+14.5pp | 67.0%+2.8pp | 67.2%+2.6pp |
| Annual return | 12.85% | 34.69%-21.8pp | 935.43%-922.6pp | 160.62%-147.8pp |
| Employer contribution / active EE | $3,077 | $1,698+81.2% | $2,723+13.0% | $2,670+15.3% |
| Participant deferral / active EE | $1,842 | $2,990-38.4% | $4,447-58.6% | $4,125-55.3% |
| Admin fee / account holder | $1,619 | $3,577-54.7% | $5,377-69.9% | $5,651-71.3% |