Filed June 8, 2009
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 | $22,949 | $77,634-70.4% | $156,549-85.3% | $62,891-63.5% |
| Participation rate | 55.1% | 71.2%-16.1pp | 84.0%-28.9pp | 69.3%-14.2pp |
| Annual return | 6.61% | 50.32%-43.7pp | 32.23%-25.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $490 | $3,444-85.8% | $5,501-91.1% | $2,281-78.5% |
| Participant deferral / active EE | $784 | $3,045-74.2% | $4,871-83.9% | $3,203-75.5% |
| Admin fee / account holder | $5 | $5,561-99.9% | $13,027-100.0% | $4,296-99.9% |