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 | $70,860 | $91,538-22.6% | $129,995-45.5% | $75,163-5.7% |
| Participation rate | 64.0% | 71.4%-7.4pp | 78.5%-14.5pp | 67.2%-3.2pp |
| Annual return | 26.76% | -631.11%+657.9pp | -137.18%+163.9pp | 160.62%-133.9pp |
| Employer contribution / active EE | $1,378 | $2,845-51.6% | $4,320-68.1% | $2,670-48.4% |
| Participant deferral / active EE | $2,136 | $4,341-50.8% | $5,820-63.3% | $4,125-48.2% |
| Admin fee / account holder | $7,869 | $6,790+15.9% | $10,614-25.9% | $5,651+39.2% |