Filed November 29, 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $254,443 | $107,334+137.1% | $92,893+173.9% | $152,861+66.5% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.0%-16.0pp | 82.4%-22.4pp |
| Annual return | 22.31% | 145.58%-123.3pp | 109.41%-87.1pp | 345.32%-323.0pp |
| Employer contribution / active EE | $3,041 | $4,221-28.0% | $3,653-16.7% | $4,762-36.1% |
| Participant deferral / active EE | $4,619 | $4,845-4.7% | $4,236+9.0% | $5,850-21.0% |
| Admin fee / account holder | $2,739 | $7,079-61.3% | $5,794-52.7% | $11,596-76.4% |