Filed July 21, 2006 (most recent of 2 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 | $30,979 | $63,346-51.1% | $92,233-66.4% | $70,131-55.8% |
| Participation rate | 64.9% | 68.7%-3.8pp | 76.5%-11.6pp | 69.5%-4.7pp |
| Annual return | 12.84% | 530.12%-517.3pp | 176.28%-163.4pp | 73.14%-60.3pp |
| Employer contribution / active EE | $1,107 | $2,471-55.2% | $3,679-69.9% | $2,342-52.8% |
| Participant deferral / active EE | $1,850 | $2,854-35.2% | $3,897-52.5% | $3,332-44.5% |
| Admin fee / account holder | $175 | $3,840-95.5% | $5,194-96.6% | $4,645-96.2% |