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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,433 | $37,117-15.3% | $147,614-78.7% | $55,191-43.0% |
| Participation rate | 55.7% | 63.6%-7.9pp | 84.6%-28.9pp | 69.2%-13.5pp |
| Annual return | 0.46% | 3.44%-3.0pp | 61.98%-61.5pp | 10.78%-10.3pp |
| Employer contribution / active EE | $723 | $1,620-55.4% | $5,564-87.0% | $1,899-61.9% |
| Participant deferral / active EE | $723 | $1,985-63.6% | $4,895-85.2% | $3,046-76.3% |
| Admin fee / account holder | $0 | $86-100.0% | $11,611-100.0% | $91-100.0% |