Filed October 14, 1998
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.
Employer contribution per participant 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 | $91,298 | $81,460+12.1% | $103,333-11.6% | $80,856+12.9% |
| Participation rate | 18.9% | 66.8%-47.9pp | 74.5%-55.6pp | 67.6%-48.7pp |
| Annual return | 12.22% | 25.55%-13.3pp | 24.88%-12.7pp | 35.59%-23.4pp |
| Employer contribution / active EE | $786 | $3,105-74.7% | $3,868-79.7% | $2,755-71.5% |
| Participant deferral / active EE | $1,612 | $3,869-58.3% | $5,057-68.1% | $4,296-62.5% |
| Admin fee / account holder | $232 | $6,566-96.5% | $8,355-97.2% | $6,918-96.6% |