Filed September 2, 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.)
Annual investment return 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 | $35,911 | $54,705-34.4% | $71,209-49.6% | $84,808-57.7% |
| Participation rate | 40.5% | 64.1%-23.5pp | 73.8%-33.2pp | 68.3%-27.8pp |
| Annual return | 12.57% | 35.90%-23.3pp | 282.51%-269.9pp | 40.90%-28.3pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $753 | $3,030-75.1% | $4,175-82.0% | $4,212-82.1% |
| Admin fee / account holder | $993 | $4,863-79.6% | $5,349-81.4% | $7,344-86.5% |