Filed May 10, 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 | $64,080 | $76,552-16.3% | $123,892-48.3% | $62,891+1.9% |
| Participation rate | 65.6% | 73.0%-7.4pp | 81.4%-15.8pp | 69.3%-3.7pp |
| Annual return | 9.47% | 18.68%-9.2pp | 47.52%-38.0pp | 20.14%-10.7pp |
| Employer contribution / active EE | $2,107 | $2,883-26.9% | $4,617-54.4% | $2,281-7.6% |
| Participant deferral / active EE | $3,729 | $4,840-22.9% | $5,984-37.7% | $3,203+16.4% |
| Admin fee / account holder | $1,810 | $4,826-62.5% | $8,357-78.3% | $4,296-57.9% |