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.
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 | $65,254 | $72,400-9.9% | $67,502-3.3% | $145,922-55.3% |
| Participation rate | 61.5% | 76.9%-15.3pp | 72.9%-11.3pp | 80.3%-18.7pp |
| Annual return | 10.41% | 7182.46%-7172.0pp | 3512.12%-3501.7pp | 561.29%-550.9pp |
| Employer contribution / active EE | $0 | $3,069-100.0% | $2,731-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $4,414 | $4,783-7.7% | $4,000+10.4% | $6,688-34.0% |
| Admin fee / account holder | $275 | $5,539-95.0% | $3,998-93.1% | $13,397-98.0% |