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 | $96,391 | $68,547+40.6% | $120,354-19.9% | $80,856+19.2% |
| Participation rate | 31.4% | 61.6%-30.2pp | 71.9%-40.5pp | 67.6%-36.2pp |
| Annual return | 13.33% | 23.60%-10.3pp | 107.15%-93.8pp | 35.59%-22.3pp |
| Employer contribution / active EE | $666 | $2,051-67.6% | $3,463-80.8% | $2,755-75.8% |
| Participant deferral / active EE | $828 | $3,173-73.9% | $4,991-83.4% | $4,296-80.7% |
| Admin fee / account holder | $19,826 | $5,732+245.9% | $9,423+110.4% | $6,918+186.6% |