Filed January 26, 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.
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 | $116,841 | $88,710+31.7% | $81,783+42.9% | $145,959-19.9% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | 9.03% | 1027.26%-1018.2pp | 775.05%-766.0pp | 561.95%-552.9pp |
| Employer contribution / active EE | $3,055 | $3,083-0.9% | $2,913+4.9% | $4,661-34.5% |
| Participant deferral / active EE | $3,743 | $4,645-19.4% | $4,320-13.4% | $6,689-44.0% |
| Admin fee / account holder | $1,723 | $8,407-79.5% | $7,380-76.6% | $13,398-87.1% |