Filed August 8, 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.
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.
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 | $58,601 | $85,202-31.2% | $172,739-66.1% | $72,985-19.7% |
| Participation rate | 20.3% | 70.1%-49.8pp | 82.6%-62.4pp | 69.5%-49.2pp |
| Annual return | 18.43% | 27.32%-8.9pp | 802.84%-784.4pp | 81.00%-62.6pp |
| Employer contribution / active EE | $146 | $3,324-95.6% | $5,143-97.2% | $2,440-94.0% |
| Participant deferral / active EE | $1,317 | $3,260-59.6% | $5,198-74.7% | $3,607-63.5% |
| Admin fee / account holder | $6,544 | $5,884+11.2% | $13,954-53.1% | $5,124+27.7% |