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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $212,407 | $80,717+163.2% | $154,803+37.2% | $84,808+150.5% |
| Participation rate | 13.2% | 66.8%-53.6pp | 78.1%-64.9pp | 68.3%-55.1pp |
| Annual return | 18.82% | 37.96%-19.1pp | 58.88%-40.1pp | 40.90%-22.1pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,670 | $3,303-49.4% | $5,540-69.9% | $4,212-60.4% |
| Admin fee / account holder | $221 | $6,746-96.7% | $14,329-98.5% | $7,344-97.0% |