Filed October 17, 2003
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 | $33,026 | $89,753-63.2% | $107,525-69.3% | $84,808-61.1% |
| Participation rate | 51.2% | 68.1%-16.8pp | 75.1%-23.9pp | 68.3%-17.1pp |
| Annual return | 14.64% | 29.48%-14.8pp | 181.32%-166.7pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,268 | $3,113-59.3% | $3,754-66.2% | $2,631-51.8% |
| Participant deferral / active EE | $1,975 | $4,056-51.3% | $5,116-61.4% | $4,212-53.1% |
| Admin fee / account holder | $285 | $7,222-96.0% | $8,919-96.8% | $7,344-96.1% |