Filed March 4, 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.
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 | $42,521 | $53,777-20.9% | $134,143-68.3% | $79,858-46.8% |
| Participation rate | 31.0% | 58.8%-27.8pp | 72.2%-41.2pp | 69.6%-38.7pp |
| Annual return | 10.17% | 19.01%-8.8pp | 36.33%-26.2pp | 31.71%-21.5pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,311 | $2,420-45.8% | $3,499-62.5% | $3,740-65.0% |
| Admin fee / account holder | $208 | $3,984-94.8% | $6,684-96.9% | $5,306-96.1% |