Filed January 25, 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.
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 | $19,778 | $64,517-69.3% | $81,438-75.7% | $80,874-75.5% |
| Participation rate | 84.3% | 63.9%+20.4pp | 69.5%+14.8pp | 67.6%+16.6pp |
| Annual return | 13.58% | 16.35%-2.8pp | 24.74%-11.2pp | 35.62%-22.0pp |
| Employer contribution / active EE | $209 | $1,982-89.5% | $2,460-91.5% | $2,756-92.4% |
| Participant deferral / active EE | $2,089 | $3,096-32.5% | $3,883-46.2% | $4,297-51.4% |
| Admin fee / account holder | $1,803 | $5,677-68.3% | $5,764-68.7% | $6,935-74.0% |