Filed June 21, 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.
Annual investment return 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 | $47,390 | $61,660-23.1% | $80,019-40.8% | $64,186-26.2% |
| Participation rate | 66.7% | 71.7%-5.0pp | 75.8%-9.2pp | 69.6%-2.9pp |
| Annual return | -7.95% | -0.33%-7.6pp | 11.22%-19.2pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,414 | $1,810-21.9% | $2,468-42.7% | $2,381-40.6% |
| Participant deferral / active EE | $2,769 | $2,968-6.7% | $3,686-24.9% | $3,470-20.2% |
| Admin fee / account holder | $153 | $5,417-97.2% | $6,521-97.6% | $4,888-96.9% |