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.)
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 | $78,240 | $81,900-4.5% | $119,609-34.6% | $68,494+14.2% |
| Participation rate | 55.6% | 71.9%-16.3pp | 79.3%-23.7pp | 67.9%-12.3pp |
| Annual return | -13.93% | -23.82%+9.9pp | -14.97%+1.0pp | -7.84%-6.1pp |
| Employer contribution / active EE | $896 | $2,693-66.7% | $4,232-78.8% | $2,596-65.5% |
| Participant deferral / active EE | $4,405 | $4,148+6.2% | $5,602-21.4% | $4,027+9.4% |
| Admin fee / account holder | $4,255 | $6,582-35.4% | $10,323-58.8% | $5,403-21.2% |