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 | $38,581 | $81,208-52.5% | $98,907-61.0% | $79,858-51.7% |
| Participation rate | 38.2% | 72.5%-34.3pp | 76.0%-37.8pp | 69.6%-31.4pp |
| Annual return | 16.71% | 60.99%-44.3pp | 196.43%-179.7pp | 31.71%-15.0pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,808 | $3,265-44.6% | $4,244-57.4% | $3,740-51.6% |
| Admin fee / account holder | $59 | $6,013-99.0% | $6,642-99.1% | $5,306-98.9% |