Filed June 21, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,269 | $99,079-62.4% | $77,999-52.2% | $273,961-86.4% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.5%-18.4pp | 83.0%-25.9pp |
| Annual return | 5.21% | 217.93%-212.7pp | 425.96%-420.8pp | 41.45%-36.2pp |
| Employer contribution / active EE | $708 | $3,308-78.6% | $2,470-71.3% | $4,869-85.5% |
| Participant deferral / active EE | $905 | $4,306-79.0% | $3,497-74.1% | $5,287-82.9% |
| Admin fee / account holder | $3,139 | $8,954-64.9% | $5,480-42.7% | $10,132-69.0% |