Filed January 23, 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.
Employer contribution per participant 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 | $37,369 | $52,580-28.9% | $71,671-47.9% | $70,131-46.7% |
| Participation rate | 67.3% | 60.9%+6.4pp | 68.7%-1.5pp | 69.5%-2.3pp |
| Annual return | 13.65% | 20.25%-6.6pp | 20.65%-7.0pp | 73.14%-59.5pp |
| Employer contribution / active EE | $109 | $1,616-93.2% | $2,460-95.6% | $2,342-95.3% |
| Participant deferral / active EE | $1,872 | $2,386-21.5% | $3,438-45.5% | $3,332-43.8% |
| Admin fee / account holder | $0 | $3,653-100.0% | $5,558-100.0% | $4,645-100.0% |