Filed April 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.
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 10-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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,407 | $73,867-34.5% | $143,757-66.3% | $68,494-29.3% |
| Participation rate | 48.4% | 66.7%-18.2pp | 80.3%-31.9pp | 67.9%-19.5pp |
| Annual return | -12.02% | 1.01%-13.0pp | -0.04%-12.0pp | -7.84%-4.2pp |
| Employer contribution / active EE | $829 | $3,184-74.0% | $4,951-83.3% | $2,596-68.1% |
| Participant deferral / active EE | $2,714 | $3,384-19.8% | $5,637-51.8% | $4,027-32.6% |
| Admin fee / account holder | $14 | $5,755-99.8% | $14,673-99.9% | $5,403-99.7% |