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 | $52,406+13.1% | $129,207-54.1% | $74,495-20.4% |
| Participation rate | 34.8% | 53.8%-19.0pp | 69.6%-34.8pp | 67.2%-32.4pp |
| Annual return | 23.83% | 15.66%+8.2pp | 9417.33%-9393.5pp | 1364.94%-1341.1pp |
| Employer contribution / active EE | $992 | $1,531-35.2% | $4,153-76.1% | $2,623-62.2% |
| Participant deferral / active EE | $1,892 | $2,794-32.3% | $4,168-54.6% | $4,346-56.5% |
| Admin fee / account holder | $9,536 | $2,633+262.2% | $7,715+23.6% | $1,942+391.1% |