Filed January 6, 2006
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 7-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 | $73,189 | $111,535-34.4% | $105,223-30.4% | $137,256-46.7% |
| Participation rate | 61.1% | 78.1%-17.0pp | 75.0%-13.9pp | 80.0%-18.8pp |
| Annual return | 15.50% | 237.85%-222.4pp | 180.65%-165.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $2,535 | $3,939-35.6% | $3,689-31.3% | $4,156-39.0% |
| Participant deferral / active EE | $3,585 | $5,500-34.8% | $5,072-29.3% | $6,407-44.0% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |