Filed August 8, 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 | $30,792 | $53,777-42.7% | $134,143-77.0% | $79,858-61.4% |
| Participation rate | 31.6% | 58.8%-27.1pp | 72.2%-40.5pp | 69.6%-38.0pp |
| Annual return | 13.24% | 19.01%-5.8pp | 36.33%-23.1pp | 31.71%-18.5pp |
| Employer contribution / active EE | $652 | $1,321-50.6% | $3,704-82.4% | $2,471-73.6% |
| Participant deferral / active EE | $928 | $2,420-61.7% | $3,499-73.5% | $3,740-75.2% |
| Admin fee / account holder | $4,736 | $3,984+18.9% | $6,684-29.1% | $5,306-10.7% |