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 | $34,231 | $96,635-64.6% | $86,612-60.5% | $139,434-75.5% |
| Participation rate | 47.6% | 74.4%-26.8pp | 71.7%-24.1pp | 80.3%-32.7pp |
| Annual return | 15.00% | 106.41%-91.4pp | 591.07%-576.1pp | 372.94%-357.9pp |
| Employer contribution / active EE | $1,147 | $3,263-64.9% | $3,022-62.1% | $4,751-75.9% |
| Participant deferral / active EE | $1,654 | $4,836-65.8% | $4,438-62.7% | $6,710-75.4% |
| Admin fee / account holder | $1,028 | $6,408-84.0% | $5,614-81.7% | $11,403-91.0% |