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 | $84,488 | $149,734-43.6% | $118,925-29.0% | $158,922-46.8% |
| Participation rate | 43.5% | 82.1%-38.6pp | 75.4%-31.9pp | 82.0%-38.5pp |
| Annual return | 16.87% | 19.95%-3.1pp | 35.88%-19.0pp | 302.83%-286.0pp |
| Employer contribution / active EE | $829 | $4,115-79.9% | $3,263-74.6% | $4,761-82.6% |
| Participant deferral / active EE | $877 | $5,223-83.2% | $4,265-79.4% | $5,982-85.3% |
| Admin fee / account holder | $3,248 | $8,603-62.3% | $6,581-50.7% | $11,246-71.1% |