Filed February 21, 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.
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 | $148,313 | $67,823+118.7% | $52,425+182.9% | $137,256+8.1% |
| Participation rate | 75.0% | 63.9%+11.1pp | 55.6%+19.4pp | 80.0%-5.0pp |
| Annual return | 12.53% | 219.11%-206.6pp | 302.12%-289.6pp | 220.34%-207.8pp |
| Employer contribution / active EE | $1,714 | $1,163+47.4% | $914+87.5% | $4,156-58.8% |
| Participant deferral / active EE | $3,292 | $2,288+43.9% | $1,790+83.9% | $6,407-48.6% |
| Admin fee / account holder | $5,523 | $2,844+94.2% | $2,495+121.4% | $12,270-55.0% |