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 | $66,549 | $109,413-39.2% | $156,263-57.4% | $84,808-21.5% |
| Participation rate | 69.8% | 72.7%-2.9pp | 78.9%-9.1pp | 68.3%+1.5pp |
| Annual return | 15.69% | 20.18%-4.5pp | 59.47%-43.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,851 | $2,907-36.3% | $4,333-57.3% | $2,631-29.7% |
| Participant deferral / active EE | $2,689 | $4,590-41.4% | $6,158-56.3% | $4,212-36.1% |
| Admin fee / account holder | $12,589 | $9,357+34.5% | $14,255-11.7% | $7,344+71.4% |