Filed December 10, 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 7-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 | $27,627 | $92,703-70.2% | $82,719-66.6% | $134,475-79.5% |
| Participation rate | 55.0% | 75.2%-20.2pp | 72.6%-17.6pp | 81.2%-26.2pp |
| Annual return | 49.07% | 944.92%-895.9pp | 701.18%-652.1pp | 417.96%-368.9pp |
| Employer contribution / active EE | $1,206 | $3,274-63.2% | $3,009-59.9% | $4,740-74.6% |
| Participant deferral / active EE | $1,908 | $4,802-60.3% | $4,395-56.6% | $6,400-70.2% |
| Admin fee / account holder | $1,403 | $5,983-76.6% | $5,329-73.7% | $11,426-87.7% |