Filed December 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 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 | $89,169 | $48,364+84.4% | $71,796+24.2% | $62,891+41.8% |
| Participation rate | 65.2% | 60.6%+4.5pp | 69.1%-3.9pp | 69.3%-4.1pp |
| Annual return | 8.21% | 13.16%-4.9pp | 78.04%-69.8pp | 20.14%-11.9pp |
| Employer contribution / active EE | $328 | $1,042-68.5% | $1,924-83.0% | $2,281-85.6% |
| Participant deferral / active EE | $2,625 | $2,091+25.5% | $2,794-6.1% | $3,203-18.0% |
| Admin fee / account holder | $3,894 | $3,771+3.2% | $4,815-19.1% | $4,296-9.4% |