Filed November 29, 2005
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 | $199,026 | $105,998+87.8% | $92,233+115.8% | $147,584+34.9% |
| Participation rate | 69.2% | 80.4%-11.2pp | 76.5%-7.2pp | 82.8%-13.6pp |
| Annual return | 17.60% | 50.05%-32.4pp | 176.28%-158.7pp | 578.55%-560.9pp |
| Employer contribution / active EE | $2,146 | $4,333-50.5% | $3,679-41.7% | $4,876-56.0% |
| Participant deferral / active EE | $3,275 | $4,478-26.9% | $3,897-16.0% | $5,439-39.8% |
| Admin fee / account holder | $144 | $6,332-97.7% | $5,194-97.2% | $10,885-98.7% |