Filed September 15, 2006 (most recent of 2 filings on file)
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 5-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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $4,364 | $39,019-88.8% | $80,716-94.6% | $85,850-94.9% |
| Participation rate | 67.7% | 41.5%+26.2pp | 54.2%+13.6pp | 69.3%-1.6pp |
| Annual return | 9.10% | 26.27%-17.2pp | 87.28%-78.2pp | 318.53%-309.4pp |
| Employer contribution / active EE | $585 | $722-19.0% | $1,160-49.6% | $2,565-77.2% |
| Participant deferral / active EE | $1,409 | $1,326+6.3% | $2,146-34.3% | $3,952-64.3% |
| Admin fee / account holder | $107 | $2,431-95.6% | $3,380-96.8% | $6,260-98.3% |