Filed November 9, 2005 (most recent of 5 filings on file)
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.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $111,301-100.0% | $112,977-100.0% | $158,922-100.0% |
| Participation rate | 0.0% | 83.5%-83.5pp | 82.6%-82.6pp | 82.0%-82.0pp |
| Annual return | 5.52% | 26.40%-20.9pp | 24.24%-18.7pp | 302.83%-297.3pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $4,255-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $0 | $5,880-100.0% | $5,836-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,294-100.0% | $11,246-100.0% |