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.
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 | $29,081 | $84,233-65.5% | $170,442-82.9% | $70,131-58.5% |
| Participation rate | 54.4% | 70.8%-16.4pp | 83.6%-29.2pp | 69.5%-15.1pp |
| Annual return | 21.32% | 23.06%-1.7pp | 205.93%-184.6pp | 73.14%-51.8pp |
| Employer contribution / active EE | $513 | $3,387-84.8% | $5,433-90.6% | $2,342-78.1% |
| Participant deferral / active EE | $895 | $3,086-71.0% | $4,939-81.9% | $3,332-73.1% |
| Admin fee / account holder | $126 | $5,698-97.8% | $13,880-99.1% | $4,645-97.3% |