Filed November 9, 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 | $71,880 | $62,672+14.7% | $185,117-61.2% | $70,131+2.5% |
| Participation rate | 35.1% | 63.8%-28.6pp | 77.3%-42.1pp | 69.5%-34.4pp |
| Annual return | 17.42% | 40.79%-23.4pp | 40.50%-23.1pp | 73.14%-55.7pp |
| Employer contribution / active EE | $1,564 | $1,753-10.8% | $4,182-62.6% | $2,342-33.3% |
| Participant deferral / active EE | $0 | $3,272-100.0% | $5,045-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,634 | $3,932+17.9% | $8,159-43.2% | $4,645-0.2% |