Filed November 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 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,486 | $52,884+63.5% | $84,750+2.0% | $55,167+56.8% |
| Participation rate | 17.2% | 67.5%-50.4pp | 76.6%-59.4pp | 69.0%-51.8pp |
| Annual return | 11.64% | 18.03%-6.4pp | 22.78%-11.1pp | 169.23%-157.6pp |
| Employer contribution / active EE | $495 | $2,233-77.8% | $3,574-86.2% | $1,963-74.8% |
| Participant deferral / active EE | $1,116 | $2,644-57.8% | $3,712-69.9% | $3,054-63.4% |
| Admin fee / account holder | $3 | $581-99.5% | $5,332-99.9% | $504-99.4% |