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 | $105,799 | $78,926+34.0% | $136,749-22.6% | $84,808+24.8% |
| Participation rate | 36.4% | 62.2%-25.8pp | 72.1%-35.8pp | 68.3%-31.9pp |
| Annual return | 13.90% | 18.17%-4.3pp | 24.33%-10.4pp | 40.90%-27.0pp |
| Employer contribution / active EE | $831 | $2,134-61.1% | $3,400-75.6% | $2,631-68.4% |
| Participant deferral / active EE | $1,046 | $3,168-67.0% | $4,692-77.7% | $4,212-75.2% |
| Admin fee / account holder | $897 | $6,369-85.9% | $11,386-92.1% | $7,344-87.8% |