Filed August 27, 2007
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 5-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 | $23,509 | $54,705-57.0% | $71,209-67.0% | $84,808-72.3% |
| Participation rate | 46.7% | 64.1%-17.4pp | 73.8%-27.1pp | 68.3%-21.6pp |
| Annual return | 13.29% | 35.90%-22.6pp | 282.51%-269.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $764 | $2,158-64.6% | $2,721-71.9% | $2,631-71.0% |
| Participant deferral / active EE | $2,451 | $3,030-19.1% | $4,175-41.3% | $4,212-41.8% |
| Admin fee / account holder | $2,543 | $4,863-47.7% | $5,349-52.5% | $7,344-65.4% |