Filed April 5, 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 5-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 | $19,861 | $57,281-65.3% | $86,612-77.1% | $75,163-73.6% |
| Participation rate | 16.5% | 63.2%-46.7pp | 71.7%-55.2pp | 67.2%-50.7pp |
| Annual return | 21.06% | 2670.75%-2649.7pp | 591.07%-570.0pp | 160.62%-139.6pp |
| Employer contribution / active EE | $353 | $2,314-84.8% | $3,022-88.3% | $2,670-86.8% |
| Participant deferral / active EE | $1,020 | $3,318-69.3% | $4,438-77.0% | $4,125-75.3% |
| Admin fee / account holder | $285 | $4,112-93.1% | $5,614-94.9% | $5,651-95.0% |