Filed October 18, 2004
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 | $79,986 | $158,398-49.5% | $126,539-36.8% | $142,382-43.8% |
| Participation rate | 33.3% | 75.8%-42.5pp | 69.8%-36.5pp | 80.1%-46.8pp |
| Annual return | 15.77% | 593.76%-578.0pp | 425.95%-410.2pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,352 | $4,650-70.9% | $3,674-63.2% | $4,299-68.6% |
| Participant deferral / active EE | $1,359 | $4,767-71.5% | $4,083-66.7% | $6,507-79.1% |
| Admin fee / account holder | $77 | $6,918-98.9% | $6,065-98.7% | $12,624-99.4% |