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.)
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 | $76,242 | $73,787+3.3% | $98,716-22.8% | $82,448-7.5% |
| Participation rate | 22.6% | 61.4%-38.8pp | 69.3%-46.7pp | 68.1%-45.4pp |
| Annual return | 13.02% | 18.57%-5.5pp | 31.81%-18.8pp | 41.64%-28.6pp |
| Employer contribution / active EE | $124 | $1,511-91.8% | $2,279-94.5% | $2,551-95.1% |
| Participant deferral / active EE | $1,326 | $3,081-57.0% | $4,048-67.2% | $4,139-68.0% |
| Admin fee / account holder | $11,036 | $6,500+69.8% | $8,703+26.8% | $7,234+52.6% |