Filed December 19, 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 | $28,796 | $76,407-62.3% | $150,298-80.8% | $82,448-65.1% |
| Participation rate | 30.0% | 66.4%-36.4pp | 77.8%-47.8pp | 68.1%-38.1pp |
| Annual return | 15.44% | 39.99%-24.6pp | 62.79%-47.3pp | 41.64%-26.2pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,459 | $3,214-54.6% | $5,453-73.2% | $4,139-64.8% |
| Admin fee / account holder | $2,251 | $6,352-64.6% | $14,116-84.1% | $7,234-68.9% |