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 | $74,124 | $77,634-4.5% | $156,549-52.7% | $62,891+17.9% |
| Participation rate | 35.7% | 71.2%-35.5pp | 84.0%-48.3pp | 69.3%-33.6pp |
| Annual return | 9.82% | 50.32%-40.5pp | 32.23%-22.4pp | 20.14%-10.3pp |
| Employer contribution / active EE | $1,792 | $3,444-48.0% | $5,501-67.4% | $2,281-21.4% |
| Participant deferral / active EE | $4,381 | $3,045+43.9% | $4,871-10.1% | $3,203+36.8% |
| Admin fee / account holder | $3,137 | $5,561-43.6% | $13,027-75.9% | $4,296-27.0% |