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 | $80,842 | $129,942-37.8% | $104,294-22.5% | $134,475-39.9% |
| Participation rate | 52.4% | 79.5%-27.1pp | 73.3%-20.9pp | 81.2%-28.8pp |
| Annual return | -17.97% | 42.03%-60.0pp | 24.61%-42.6pp | 417.96%-435.9pp |
| Employer contribution / active EE | $1,046 | $4,184-75.0% | $3,372-69.0% | $4,740-77.9% |
| Participant deferral / active EE | $1,140 | $5,588-79.6% | $4,625-75.4% | $6,400-82.2% |
| Admin fee / account holder | $571 | $9,323-93.9% | $7,339-92.2% | $11,426-95.0% |