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.
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 | $6,957 | $26,549-73.8% | $61,373-88.7% | $66,914-89.6% |
| Participation rate | 59.8% | 38.1%+21.7pp | 52.6%+7.2pp | 69.8%-10.0pp |
| Annual return | -18.40% | -16.21%-2.2pp | 338.61%-357.0pp | 1.58%-20.0pp |
| Employer contribution / active EE | $608 | $651-6.6% | $1,159-47.5% | $2,544-76.1% |
| Participant deferral / active EE | $1,538 | $1,338+14.9% | $2,125-27.6% | $4,237-63.7% |
| Admin fee / account holder | $230 | $409-43.7% | $2,130-89.2% | $593-61.3% |