Filed December 10, 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 | $74,722 | $100,852-25.9% | $90,404-17.3% | $158,922-53.0% |
| Participation rate | 53.8% | 75.0%-21.2pp | 72.7%-18.8pp | 82.0%-28.1pp |
| Annual return | 13.28% | 1724.20%-1710.9pp | 1293.02%-1279.7pp | 302.83%-289.5pp |
| Employer contribution / active EE | $4,161 | $3,689+12.8% | $3,262+27.6% | $4,761-12.6% |
| Participant deferral / active EE | $2,217 | $4,348-49.0% | $3,963-44.1% | $5,982-62.9% |
| Admin fee / account holder | $6,099 | $6,501-6.2% | $5,611+8.7% | $11,246-45.8% |