Filed December 10, 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.
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 | $76,597 | $63,703+20.2% | $93,063-17.7% | $82,448-7.1% |
| Participation rate | 93.6% | 63.8%+29.8pp | 72.1%+21.5pp | 68.1%+25.5pp |
| Annual return | 15.82% | -775.43%+791.2pp | 34.15%-18.3pp | 41.64%-25.8pp |
| Employer contribution / active EE | $732 | $1,729-57.7% | $2,476-70.4% | $2,551-71.3% |
| Participant deferral / active EE | $3,467 | $2,919+18.8% | $3,958-12.4% | $4,139-16.3% |
| Admin fee / account holder | $1,491 | $5,982-75.1% | $6,033-75.3% | $7,234-79.4% |