Filed March 27, 2007
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.
Participant 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 | $33,761 | $77,813-56.6% | $123,544-72.7% | $64,186-47.4% |
| Participation rate | 32.0% | 74.7%-42.7pp | 82.3%-50.3pp | 69.6%-37.6pp |
| Annual return | -5.11% | 12.48%-17.6pp | 119.20%-124.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,196 | $3,014-60.3% | $4,628-74.2% | $2,381-49.8% |
| Participant deferral / active EE | $1,431 | $5,240-72.7% | $6,426-77.7% | $3,470-58.8% |
| Admin fee / account holder | $252 | $5,519-95.4% | $9,284-97.3% | $4,888-94.8% |