Filed January 6, 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,437 | $97,757+28.3% | $83,848+49.6% | $135,375-7.3% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -4.72% | 1287.37%-1292.1pp | 850.88%-855.6pp | 519.73%-524.5pp |
| Employer contribution / active EE | $1,313 | $4,222-68.9% | $3,631-63.8% | $4,779-72.5% |
| Participant deferral / active EE | $3,023 | $4,682-35.4% | $4,082-25.9% | $5,609-46.1% |
| Admin fee / account holder | -$285 | $6,674-104.3% | $5,478-105.2% | $10,827-102.6% |