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 | $61,453 | $113,339-45.8% | $94,993-35.3% | $147,584-58.4% |
| Participation rate | 64.3% | 78.0%-13.7pp | 73.9%-9.6pp | 82.8%-18.5pp |
| Annual return | 16.25% | 20.77%-4.5pp | 27.12%-10.9pp | 578.55%-562.3pp |
| Employer contribution / active EE | $984 | $3,160-68.9% | $2,603-62.2% | $4,876-79.8% |
| Participant deferral / active EE | $2,216 | $3,777-41.3% | $3,317-33.2% | $5,439-59.2% |
| Admin fee / account holder | $265 | $6,063-95.6% | $4,960-94.7% | $10,885-97.6% |