Filed November 14, 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 9-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 | $34,892 | $89,355-61.0% | $141,162-75.3% | $72,985-52.2% |
| Participation rate | 62.5% | 75.1%-12.6pp | 82.5%-20.0pp | 69.5%-7.0pp |
| Annual return | 42.56% | 111.85%-69.3pp | 71.39%-28.8pp | 81.00%-38.4pp |
| Employer contribution / active EE | $2,238 | $3,114-28.1% | $4,735-52.7% | $2,440-8.3% |
| Participant deferral / active EE | $4,725 | $5,418-12.8% | $6,709-29.6% | $3,607+31.0% |
| Admin fee / account holder | $6,622 | $5,958+11.1% | $10,261-35.5% | $5,124+29.2% |