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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,636 | $115,770+20.6% | $101,248+37.9% | $158,922-12.1% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 12.02% | 56.14%-44.1pp | 46.47%-34.4pp | 302.83%-290.8pp |
| Employer contribution / active EE | $3,366 | $4,175-19.4% | $3,660-8.0% | $4,761-29.3% |
| Participant deferral / active EE | $4,182 | $4,957-15.6% | $4,370-4.3% | $5,982-30.1% |
| Admin fee / account holder | $125,467 | $7,245+1631.8% | $5,945+2010.3% | $11,246+1015.7% |