Filed January 23, 2006
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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $94,785 | $102,382-7.4% | $147,005-35.5% | $80,874+17.2% |
| Participation rate | 45.5% | 75.8%-30.4pp | 82.2%-36.7pp | 67.6%-22.2pp |
| Annual return | 9.83% | 134.89%-125.1pp | 418.76%-408.9pp | 35.62%-25.8pp |
| Employer contribution / active EE | $469 | $3,715-87.4% | $4,934-90.5% | $2,756-83.0% |
| Participant deferral / active EE | $2,788 | $6,646-58.0% | $8,070-65.4% | $4,297-35.1% |
| Admin fee / account holder | $6,348 | $7,942-20.1% | $13,006-51.2% | $6,935-8.5% |