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 | $114,674 | $72,492+58.2% | $87,100+31.7% | $72,985+57.1% |
| Participation rate | 51.3% | 72.8%-21.5pp | 76.9%-25.6pp | 69.5%-18.2pp |
| Annual return | 18.61% | 24.46%-5.8pp | 28.19%-9.6pp | 81.00%-62.4pp |
| Employer contribution / active EE | $511 | $1,894-73.0% | $2,521-79.7% | $2,440-79.1% |
| Participant deferral / active EE | $3,972 | $3,270+21.5% | $4,049-1.9% | $3,607+10.1% |
| Admin fee / account holder | $12,195 | $5,055+141.3% | $7,497+62.7% | $5,124+138.0% |