Filed May 14, 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 | $57,621 | $295,684-80.5% | $154,803-62.8% | - |
| Participation rate | 69.7% | 53.1%+16.6pp | 78.1%-8.4pp | - |
| Annual return | 16.91% | 11.49%+5.4pp | 58.88%-42.0pp | - |
| Employer contribution / active EE | $1,831 | $1,145+60.0% | $4,305-57.5% | - |
| Participant deferral / active EE | $3,409 | $2,052+66.2% | $5,540-38.5% | - |
| Admin fee / account holder | $2,793 | $60,072-95.4% | $14,329-80.5% | - |