Filed December 31, 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 | $48,891 | $32,037+52.6% | $69,182-29.3% | $62,891-22.3% |
| Participation rate | 26.3% | 43.4%-17.1pp | 55.1%-28.8pp | 69.3%-43.0pp |
| Annual return | 7.90% | 15.16%-7.3pp | -21.93%+29.8pp | 20.14%-12.2pp |
| Employer contribution / active EE | $310 | $679-54.4% | $1,206-74.3% | $2,281-86.4% |
| Participant deferral / active EE | $1,026 | $1,185-13.4% | $1,897-45.9% | $3,203-68.0% |
| Admin fee / account holder | $116 | $2,608-95.6% | $2,697-95.7% | $4,296-97.3% |