Filed October 15, 2008
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 | $24,575 | $90,503-72.8% | $78,689-68.8% | $273,961-91.0% |
| Participation rate | 69.2% | 76.5%-7.3pp | 73.6%-4.3pp | 83.0%-13.8pp |
| Annual return | 10.22% | 75.60%-65.4pp | 62.18%-52.0pp | 41.45%-31.2pp |
| Employer contribution / active EE | $1,953 | $3,176-38.5% | $2,851-31.5% | $4,869-59.9% |
| Participant deferral / active EE | $4,157 | $3,901+6.6% | $3,517+18.2% | $5,287-21.4% |
| Admin fee / account holder | $99 | $5,263-98.1% | $4,510-97.8% | $10,132-99.0% |