Filed October 18, 2004
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 7-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 | $21,560 | $29,660-27.3% | $56,411-61.8% | $80,856-73.3% |
| Participation rate | 42.9% | 41.6%+1.2pp | 52.5%-9.6pp | 67.6%-24.8pp |
| Annual return | 14.15% | 35.23%-21.1pp | 1701.33%-1687.2pp | 35.59%-21.4pp |
| Employer contribution / active EE | $973 | $669+45.4% | $1,039-6.3% | $2,755-64.7% |
| Participant deferral / active EE | $1,696 | $1,226+38.4% | $1,952-13.1% | $4,296-60.5% |
| Admin fee / account holder | $253 | $2,428-89.6% | $2,829-91.1% | $6,918-96.3% |