Filed August 29, 2006 (most recent of 4 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 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.
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 | $32,840 | $78,672-58.3% | $109,143-69.9% | $85,850-61.7% |
| Participation rate | 59.3% | 68.3%-9.0pp | 75.9%-16.6pp | 69.3%-10.1pp |
| Annual return | 16.59% | 25.09%-8.5pp | 25.75%-9.2pp | 318.53%-301.9pp |
| Employer contribution / active EE | $745 | $2,735-72.8% | $3,722-80.0% | $2,565-71.0% |
| Participant deferral / active EE | $1,710 | $3,467-50.7% | $4,653-63.3% | $3,952-56.7% |
| Admin fee / account holder | $169 | $5,469-96.9% | $6,752-97.5% | $6,260-97.3% |