Filed November 9, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,975 | $86,332-54.9% | $125,175-68.9% | $65,185-40.2% |
| Participation rate | 62.1% | 75.3%-13.2pp | 79.8%-17.7pp | 70.2%-8.1pp |
| Annual return | 20.08% | 27.43%-7.4pp | 43.79%-23.7pp | 29.38%-9.3pp |
| Employer contribution / active EE | $923 | $2,040-54.7% | $3,865-76.1% | $2,177-57.6% |
| Participant deferral / active EE | $1,214 | $3,537-65.7% | $4,937-75.4% | $3,514-65.4% |
| Admin fee / account holder | $197 | $609-67.6% | $9,702-98.0% | $847-76.7% |