Filed July 7, 2008 (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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $98,720 | $45,566+116.7% | $64,105+54.0% | $59,632+65.5% |
| Participation rate | 37.1% | 60.2%-23.0pp | 68.2%-31.0pp | 68.7%-31.5pp |
| Annual return | 1.04% | 4.95%-3.9pp | 791.24%-790.2pp | 2041.28%-2040.2pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,386 | $2,057+16.0% | $2,822-15.4% | $3,192-25.2% |
| Admin fee / account holder | $620 | $3,268-81.0% | $4,499-86.2% | $4,297-85.6% |