Filed October 19, 2004
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 | $106,826 | $56,277+89.8% | $80,975+31.9% | $62,891+69.9% |
| Participation rate | 68.0% | 69.0%-1.0pp | 75.8%-7.8pp | 69.3%-1.3pp |
| Annual return | 6.83% | 22.12%-15.3pp | 17.10%-10.3pp | 20.14%-13.3pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,918 | $4,195-30.4% | $5,696-48.8% | $3,203-8.9% |
| Admin fee / account holder | $168 | $3,741-95.5% | $5,516-96.9% | $4,296-96.1% |