Filed November 9, 2005
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 | $86,910 | $84,233+3.2% | $170,442-49.0% | $70,131+23.9% |
| Participation rate | 36.1% | 70.8%-34.7pp | 83.6%-47.5pp | 69.5%-33.4pp |
| Annual return | 18.14% | 23.06%-4.9pp | 205.93%-187.8pp | 73.14%-55.0pp |
| Employer contribution / active EE | $1,449 | $3,387-57.2% | $5,433-73.3% | $2,342-38.1% |
| Participant deferral / active EE | $3,193 | $3,086+3.5% | $4,939-35.4% | $3,332-4.2% |
| Admin fee / account holder | $291 | $5,698-94.9% | $13,880-97.9% | $4,645-93.7% |