Filed October 25, 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 | $46,181 | $97,881-52.8% | $80,004-42.3% | $125,391-63.2% |
| Participation rate | 56.3% | 77.9%-21.6pp | 73.0%-16.8pp | 83.2%-26.9pp |
| Annual return | -2.57% | 9.36%-11.9pp | 7.63%-10.2pp | 282.22%-284.8pp |
| Employer contribution / active EE | $502 | $3,128-83.9% | $2,473-79.7% | $4,866-89.7% |
| Participant deferral / active EE | $2,206 | $3,744-41.1% | $3,204-31.1% | $5,352-58.8% |
| Admin fee / account holder | $297 | $6,278-95.3% | $5,033-94.1% | $9,540-96.9% |