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.)
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 | $67,569 | $49,173+37.4% | $121,098-44.2% | $75,163-10.1% |
| Participation rate | 0.0% | 55.4%-55.4pp | 69.5%-69.5pp | 67.2%-67.2pp |
| Annual return | 11.59% | 55.99%-44.4pp | 985.75%-974.2pp | 160.62%-149.0pp |
| Employer contribution / active EE | $1,395 | $1,546-9.8% | $4,164-66.5% | $2,670-47.8% |
| Participant deferral / active EE | $0 | $2,628-100.0% | $4,080-100.0% | $4,125-100.0% |
| Admin fee / account holder | $545 | $3,942-86.2% | $5,644-90.4% | $5,651-90.4% |