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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $71,190 | $58,851+21.0% | $115,157-38.2% | $72,985-2.5% |
| Participation rate | 31.0% | 65.5%-34.5pp | 75.9%-44.9pp | 69.5%-38.5pp |
| Annual return | 24.72% | 23.16%+1.6pp | 35.60%-10.9pp | 81.00%-56.3pp |
| Employer contribution / active EE | $596 | $1,798-66.8% | $3,179-81.2% | $2,440-75.6% |
| Participant deferral / active EE | $630 | $2,643-76.2% | $4,168-84.9% | $3,607-82.5% |
| Admin fee / account holder | $1,219 | $6,370-80.9% | $7,088-82.8% | $5,124-76.2% |