Filed September 11, 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.
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 | $166,276 | $81,248+104.7% | $155,509+6.9% | $80,856+105.6% |
| Participation rate | 12.1% | 66.2%-54.1pp | 78.2%-66.1pp | 67.6%-55.5pp |
| Annual return | 17.39% | 33.31%-15.9pp | 64.67%-47.3pp | 35.59%-18.2pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,151 | $3,452-66.7% | $5,626-79.5% | $4,296-73.2% |
| Admin fee / account holder | $17,069 | $7,997+113.4% | $15,912+7.3% | $6,918+146.7% |