Filed October 18, 2004
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 | $49,787 | $47,848+4.1% | $81,478-38.9% | $70,131-29.0% |
| Participation rate | 14.7% | 58.3%-43.6pp | 68.0%-53.3pp | 69.5%-54.8pp |
| Annual return | 24.65% | 27.25%-2.6pp | 38.78%-14.1pp | 73.14%-48.5pp |
| Employer contribution / active EE | $376 | $1,527-75.4% | $2,568-85.4% | $2,342-84.0% |
| Participant deferral / active EE | $769 | $2,453-68.6% | $3,537-78.3% | $3,332-76.9% |
| Admin fee / account holder | $99 | $3,145-96.9% | $4,561-97.8% | $4,645-97.9% |