Filed January 14, 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 | $76,174 | $87,037-12.5% | $106,201-28.3% | $80,874-5.8% |
| Participation rate | 63.2% | 70.4%-7.3pp | 75.3%-12.1pp | 67.6%-4.5pp |
| Annual return | 9.54% | 17.05%-7.5pp | 116.26%-106.7pp | 35.62%-26.1pp |
| Employer contribution / active EE | $1,567 | $2,396-34.6% | $3,170-50.5% | $2,756-43.1% |
| Participant deferral / active EE | $4,146 | $3,986+4.0% | $5,012-17.3% | $4,297-3.5% |
| Admin fee / account holder | $2,408 | $8,434-71.4% | $11,039-78.2% | $6,935-65.3% |