Filed April 19, 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 | $27,109 | $84,695-68.0% | $73,843-63.3% | $125,391-78.4% |
| Participation rate | 57.1% | 76.8%-19.6pp | 73.4%-16.3pp | 83.2%-26.0pp |
| Annual return | -1.29% | 3123.53%-3124.8pp | 2267.84%-2269.1pp | 282.22%-283.5pp |
| Employer contribution / active EE | $913 | $3,123-70.8% | $2,787-67.2% | $4,866-81.2% |
| Participant deferral / active EE | $1,445 | $3,992-63.8% | $3,583-59.7% | $5,352-73.0% |
| Admin fee / account holder | $150 | $5,691-97.4% | $4,880-96.9% | $9,540-98.4% |