Filed May 15, 2008
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 6-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 | $8,802 | $34,308-74.3% | $74,701-88.2% | $72,985-87.9% |
| Participation rate | 27.7% | 42.4%-14.7pp | 54.5%-26.8pp | 69.5%-41.8pp |
| Annual return | 25.68% | 26.58%-0.9pp | 752.92%-727.2pp | 81.00%-55.3pp |
| Employer contribution / active EE | $115 | $692-83.4% | $1,084-89.4% | $2,440-95.3% |
| Participant deferral / active EE | $640 | $1,271-49.6% | $1,964-67.4% | $3,607-82.3% |
| Admin fee / account holder | $180 | $2,124-91.5% | $3,333-94.6% | $5,124-96.5% |