Filed January 6, 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.
Annual investment return 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,039 | $124,281-24.3% | $109,143-13.8% | $167,490-43.9% |
| Participation rate | 66.7% | 79.4%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | -5.46% | 26.04%-31.5pp | 25.75%-31.2pp | 478.56%-484.0pp |
| Employer contribution / active EE | $14,364 | $4,207+241.4% | $3,722+285.9% | $4,837+196.9% |
| Participant deferral / active EE | $0 | $5,255-100.0% | $4,653-100.0% | $6,341-100.0% |
| Admin fee / account holder | $227 | $7,970-97.2% | $6,752-96.6% | $12,309-98.2% |