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 | $35,537 | $73,933-51.9% | $96,683-63.2% | $75,163-52.7% |
| Participation rate | 63.8% | 66.4%-2.6pp | 74.3%-10.5pp | 67.2%-3.4pp |
| Annual return | 23.11% | 26.70%-3.6pp | 35.69%-12.6pp | 160.62%-137.5pp |
| Employer contribution / active EE | $1,578 | $2,928-46.1% | $3,737-57.8% | $2,670-40.9% |
| Participant deferral / active EE | $3,294 | $3,659-10.0% | $4,878-32.5% | $4,125-20.1% |
| Admin fee / account holder | $124 | $5,216-97.6% | $6,730-98.2% | $5,651-97.8% |