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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,783 | $85,790-52.5% | $67,313-39.4% | $135,375-69.9% |
| Participation rate | 36.4% | 76.5%-40.1pp | 69.1%-32.7pp | 82.6%-46.3pp |
| Annual return | -2.11% | -0.54%-1.6pp | -4.08%+2.0pp | 519.73%-521.8pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,390 | $4,651-48.6% | $3,568-33.0% | $5,609-57.4% |
| Admin fee / account holder | $282 | $6,392-95.6% | $4,507-93.7% | $10,827-97.4% |