Filed January 30, 2006 (most recent of 4 filings on file)
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 | $44,653 | $58,828-24.1% | $77,999-42.8% | $62,891-29.0% |
| Participation rate | 50.0% | 71.1%-21.1pp | 75.5%-25.5pp | 69.3%-19.3pp |
| Annual return | 4.99% | 17.16%-12.2pp | 425.96%-421.0pp | 20.14%-15.2pp |
| Employer contribution / active EE | $184 | $1,672-89.0% | $2,470-92.5% | $2,281-91.9% |
| Participant deferral / active EE | $1,483 | $2,686-44.8% | $3,497-57.6% | $3,203-53.7% |
| Admin fee / account holder | $259 | $4,393-94.1% | $5,480-95.3% | $4,296-94.0% |