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 | $30,399 | $78,672-61.4% | $109,143-72.1% | $85,850-64.6% |
| Participation rate | 65.3% | 68.3%-3.0pp | 75.9%-10.6pp | 69.3%-4.0pp |
| Annual return | 24.76% | 25.09%-0.3pp | 25.75%-1.0pp | 318.53%-293.8pp |
| Employer contribution / active EE | $1,520 | $2,735-44.4% | $3,722-59.2% | $2,565-40.7% |
| Participant deferral / active EE | $2,684 | $3,467-22.6% | $4,653-42.3% | $3,952-32.1% |
| Admin fee / account holder | $3,307 | $5,469-39.5% | $6,752-51.0% | $6,260-47.2% |