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 | $53,397 | $69,518-23.2% | $59,878-10.8% | $135,375-60.6% |
| Participation rate | 61.5% | 77.8%-16.3pp | 74.7%-13.2pp | 82.6%-21.1pp |
| Annual return | -7.93% | 7.94%-15.9pp | 3.46%-11.4pp | 519.73%-527.7pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,592 | $4,206+9.2% | $3,402+35.0% | $5,609-18.1% |
| Admin fee / account holder | $203 | $5,734-96.5% | $3,590-94.3% | $10,827-98.1% |