Filed August 29, 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.
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 | $131,850 | $56,110+135.0% | $94,993+38.8% | $70,131+88.0% |
| Participation rate | 29.4% | 65.0%-35.6pp | 73.9%-44.5pp | 69.5%-40.1pp |
| Annual return | 13.68% | 51.02%-37.3pp | 27.12%-13.4pp | 73.14%-59.5pp |
| Employer contribution / active EE | $789 | $1,442-45.3% | $2,603-69.7% | $2,342-66.3% |
| Participant deferral / active EE | $1,460 | $2,391-38.9% | $3,317-56.0% | $3,332-56.2% |
| Admin fee / account holder | $45 | $3,456-98.7% | $4,960-99.1% | $4,645-99.0% |