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 | $46,091 | $49,280-6.5% | $67,313-31.5% | $64,186-28.2% |
| Participation rate | 57.4% | 60.8%-3.4pp | 69.1%-11.7pp | 69.6%-12.2pp |
| Annual return | 9.26% | -1.39%+10.6pp | -4.08%+13.3pp | 7.63%+1.6pp |
| Employer contribution / active EE | $102 | $1,668-93.9% | $2,566-96.0% | $2,381-95.7% |
| Participant deferral / active EE | $3,866 | $2,484+55.6% | $3,568+8.4% | $3,470+11.4% |
| Admin fee / account holder | $53 | $3,863-98.6% | $4,507-98.8% | $4,888-98.9% |