Filed October 18, 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 | $59,270 | $52,450+13.0% | $129,295-54.2% | $74,546-20.5% |
| Participation rate | 34.8% | 53.8%-19.0pp | 69.6%-34.8pp | 67.2%-32.4pp |
| Annual return | 23.83% | 15.65%+8.2pp | 9429.28%-9405.5pp | 1366.03%-1342.2pp |
| Employer contribution / active EE | $992 | $1,532-35.2% | $4,157-76.1% | $2,624-62.2% |
| Participant deferral / active EE | $1,892 | $2,797-32.3% | $4,169-54.6% | $4,347-56.5% |
| Admin fee / account holder | $9,536 | $2,636+261.8% | $7,665+24.4% | $1,944+390.6% |