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 | $65,883 | $150,187-56.1% | $120,354-45.3% | $145,922-54.9% |
| Participation rate | 33.3% | 78.8%-45.4pp | 71.9%-38.6pp | 80.3%-46.9pp |
| Annual return | 11.27% | 154.07%-142.8pp | 107.15%-95.9pp | 561.29%-550.0pp |
| Employer contribution / active EE | $1,172 | $4,348-73.1% | $3,463-66.2% | $4,660-74.9% |
| Participant deferral / active EE | $1,815 | $6,173-70.6% | $4,991-63.6% | $6,688-72.9% |
| Admin fee / account holder | $12,115 | $12,207-0.8% | $9,423+28.6% | $13,397-9.6% |