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 | $72,796 | $77,419-6.0% | $69,455+4.8% | $152,861-52.4% |
| Participation rate | 53.3% | 78.1%-24.8pp | 74.6%-21.3pp | 82.4%-29.1pp |
| Annual return | 21.47% | 39.06%-17.6pp | 28.97%-7.5pp | 345.32%-323.8pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,231 | $4,414-4.1% | $3,535+19.7% | $5,850-27.7% |
| Admin fee / account holder | $242 | $6,207-96.1% | $3,839-93.7% | $11,596-97.9% |