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.)
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 | $105,893 | $64,324+64.6% | $118,925-11.0% | $79,858+32.6% |
| Participation rate | 34.3% | 64.9%-30.6pp | 75.4%-41.1pp | 69.6%-35.3pp |
| Annual return | 16.84% | 86.45%-69.6pp | 35.88%-19.0pp | 31.71%-14.9pp |
| Employer contribution / active EE | $701 | $1,836-61.8% | $3,263-78.5% | $2,471-71.6% |
| Participant deferral / active EE | $1,612 | $2,824-42.9% | $4,265-62.2% | $3,740-56.9% |
| Admin fee / account holder | $6,471 | $4,040+60.2% | $6,581-1.7% | $5,306+21.9% |