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 | $85,153 | $81,900+4.0% | $119,609-28.8% | $68,494+24.3% |
| Participation rate | 48.9% | 71.9%-23.0pp | 79.3%-30.4pp | 67.9%-19.0pp |
| Annual return | -15.94% | -23.82%+7.9pp | -14.97%-1.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $938 | $2,693-65.2% | $4,232-77.8% | $2,596-63.9% |
| Participant deferral / active EE | $2,206 | $4,148-46.8% | $5,602-60.6% | $4,027-45.2% |
| Admin fee / account holder | $1,996 | $6,582-69.7% | $10,323-80.7% | $5,403-63.1% |