Filed August 28, 2008
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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 7-year trajectory for $4.99 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 | $43,760 | $52,353-16.4% | $120,225-63.6% | $82,448-46.9% |
| Participation rate | 66.7% | 58.3%+8.4pp | 69.6%-2.9pp | 68.1%-1.4pp |
| Annual return | 20.79% | 61.85%-41.1pp | 439.23%-418.4pp | 41.64%-20.9pp |
| Employer contribution / active EE | $2,562 | $1,510+69.7% | $3,475-26.3% | $2,551+0.4% |
| Participant deferral / active EE | $5,484 | $2,627+108.8% | $3,999+37.1% | $4,139+32.5% |
| Admin fee / account holder | $179 | $4,363-95.9% | $5,696-96.9% | $7,234-97.5% |