Filed August 17, 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 | $53,457 | $72,404-26.2% | $110,238-51.5% | $64,186-16.7% |
| Participation rate | 65.5% | 73.3%-7.8pp | 79.8%-14.3pp | 69.6%-4.1pp |
| Annual return | -7.74% | -6.29%-1.5pp | 314.74%-322.5pp | 7.63%-15.4pp |
| Employer contribution / active EE | $1,178 | $2,282-48.4% | $3,826-69.2% | $2,381-50.5% |
| Participant deferral / active EE | $5,040 | $3,469+45.3% | $4,672+7.9% | $3,470+45.3% |
| Admin fee / account holder | $4,461 | $5,664-21.2% | $8,547-47.8% | $4,888-8.7% |