Filed January 6, 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.)
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 | $41,937 | $47,479-11.7% | $62,929-33.4% | $82,448-49.1% |
| Participation rate | 48.7% | 66.9%-18.2pp | 73.1%-24.4pp | 68.1%-19.3pp |
| Annual return | 12.42% | 20.34%-7.9pp | 1063.93%-1051.5pp | 41.64%-29.2pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,312 | $2,870-54.3% | $3,888-66.3% | $4,139-68.3% |
| Admin fee / account holder | $4,955 | $3,804+30.3% | $5,065-2.2% | $7,234-31.5% |