Filed November 9, 2005 (most recent of 2 filings on file)
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,030 | $198,466-88.4% | $170,442-86.5% | $147,584-84.4% |
| Participation rate | 69.2% | 88.0%-18.7pp | 83.6%-14.4pp | 82.8%-13.6pp |
| Annual return | 5.53% | 257.29%-251.8pp | 205.93%-200.4pp | 578.55%-573.0pp |
| Employer contribution / active EE | $2,145 | $6,184-65.3% | $5,433-60.5% | $4,876-56.0% |
| Participant deferral / active EE | $3,657 | $5,629-35.0% | $4,939-26.0% | $5,439-32.8% |
| Admin fee / account holder | $2,186 | $16,852-87.0% | $13,880-84.3% | $10,885-79.9% |