Filed January 23, 2006 (most recent of 2 filings on file)
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 | $31,546 | $76,367-58.7% | $93,606-66.3% | $72,985-56.8% |
| Participation rate | 34.2% | 71.7%-37.5pp | 75.8%-41.6pp | 69.5%-35.3pp |
| Annual return | 23.29% | 25.82%-2.5pp | 32.76%-9.5pp | 81.00%-57.7pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,604 | $3,538-54.7% | $4,069-60.6% | $3,607-55.5% |
| Admin fee / account holder | $119 | $6,838-98.3% | $7,888-98.5% | $5,124-97.7% |