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 | $39,058 | $51,576-24.3% | $129,207-69.8% | $80,856-51.7% |
| Participation rate | 69.6% | 57.0%+12.6pp | 69.6%0pp | 67.6%+1.9pp |
| Annual return | 14.47% | 20.81%-6.3pp | 9417.33%-9402.9pp | 35.59%-21.1pp |
| Employer contribution / active EE | $1,550 | $1,584-2.1% | $4,153-62.7% | $2,755-43.7% |
| Participant deferral / active EE | $2,977 | $2,669+11.6% | $4,168-28.6% | $4,296-30.7% |
| Admin fee / account holder | $1,155 | $4,305-73.2% | $7,715-85.0% | $6,918-83.3% |