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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $97,726 | $58,851+66.1% | $115,157-15.1% | $72,985+33.9% |
| Participation rate | 34.4% | 65.5%-31.2pp | 75.9%-41.5pp | 69.5%-35.1pp |
| Annual return | 15.09% | 23.16%-8.1pp | 35.60%-20.5pp | 81.00%-65.9pp |
| Employer contribution / active EE | $709 | $1,798-60.6% | $3,179-77.7% | $2,440-70.9% |
| Participant deferral / active EE | $1,554 | $2,643-41.2% | $4,168-62.7% | $3,607-56.9% |
| Admin fee / account holder | $827 | $6,370-87.0% | $7,088-88.3% | $5,124-83.9% |