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 | $35,477 | $129,942-72.7% | $104,294-66.0% | $134,475-73.6% |
| Participation rate | 65.2% | 79.5%-14.3pp | 73.3%-8.0pp | 81.2%-16.0pp |
| Annual return | -16.07% | 42.03%-58.1pp | 24.61%-40.7pp | 417.96%-434.0pp |
| Employer contribution / active EE | $1,178 | $4,184-71.8% | $3,372-65.1% | $4,740-75.1% |
| Participant deferral / active EE | $2,487 | $5,588-55.5% | $4,625-46.2% | $6,400-61.1% |
| Admin fee / account holder | $523 | $9,323-94.4% | $7,339-92.9% | $11,426-95.4% |