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 | $163,282 | $95,266+71.4% | $82,389+98.2% | $142,382+14.7% |
| Participation rate | 62.5% | 74.5%-12.0pp | 69.5%-7.0pp | 80.1%-17.6pp |
| Annual return | 15.55% | 25.74%-10.2pp | 28.67%-13.1pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,679 | $2,991-10.4% | $2,517+6.4% | $4,299-37.7% |
| Participant deferral / active EE | $6,737 | $4,809+40.1% | $4,155+62.1% | $6,507+3.5% |
| Admin fee / account holder | $6,473 | $8,563-24.4% | $7,231-10.5% | $12,624-48.7% |