Filed August 4, 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 4-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 | $37,202 | $101,724-63.4% | $164,813-77.4% | $80,856-54.0% |
| Participation rate | 26.2% | 71.8%-45.6pp | 78.6%-52.4pp | 67.6%-41.4pp |
| Annual return | 15.46% | 16.72%-1.3pp | 69.93%-54.5pp | 35.59%-20.1pp |
| Employer contribution / active EE | $1,169 | $2,953-60.4% | $4,341-73.1% | $2,755-57.6% |
| Participant deferral / active EE | $2,111 | $4,477-52.8% | $6,031-65.0% | $4,296-50.9% |
| Admin fee / account holder | $0 | $8,227-100.0% | $12,690-100.0% | $6,918-100.0% |