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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $15,671 | $127,100-87.7% | $105,738-85.2% | $135,375-88.4% |
| Participation rate | 70.6% | 82.7%-12.1pp | 76.3%-5.7pp | 82.6%-12.1pp |
| Annual return | -7.42% | 4.49%-11.9pp | 6.27%-13.7pp | 519.73%-527.2pp |
| Employer contribution / active EE | $1,059 | $4,107-74.2% | $3,268-67.6% | $4,779-77.8% |
| Participant deferral / active EE | $2,346 | $5,064-53.7% | $4,080-42.5% | $5,609-58.2% |
| Admin fee / account holder | $196 | $9,087-97.8% | $6,913-97.2% | $10,827-98.2% |