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 | $49,650 | $105,630-53.0% | $87,507-43.3% | $273,961-81.9% |
| Participation rate | 56.3% | 78.2%-21.9pp | 73.8%-17.6pp | 83.0%-26.8pp |
| Annual return | 7.63% | 12.25%-4.6pp | 12.21%-4.6pp | 41.45%-33.8pp |
| Employer contribution / active EE | $2,245 | $3,141-28.5% | $2,550-12.0% | $4,869-53.9% |
| Participant deferral / active EE | $820 | $3,601-77.2% | $3,149-74.0% | $5,287-84.5% |
| Admin fee / account holder | $229 | $4,781-95.2% | $4,221-94.6% | $10,132-97.7% |