Filed January 28, 2005
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 | $49,894 | $73,515-32.1% | $62,995-20.8% | $147,584-66.2% |
| Participation rate | 57.1% | 77.9%-20.7pp | 74.8%-17.7pp | 82.8%-25.7pp |
| Annual return | 17.42% | 175.43%-158.0pp | 87.57%-70.1pp | 578.55%-561.1pp |
| Employer contribution / active EE | $0 | $3,320-100.0% | $2,759-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,359 | $4,185+4.2% | $3,329+30.9% | $5,439-19.9% |
| Admin fee / account holder | $21 | $5,953-99.7% | $3,600-99.4% | $10,885-99.8% |