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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $335,055-82.8% | $150,298-61.7% | - |
| Participation rate | 69.7% | 50.7%+19.0pp | 77.8%-8.1pp | - |
| Annual return | 16.91% | 11.52%+5.4pp | 62.79%-45.9pp | - |
| Employer contribution / active EE | $1,831 | $931+96.7% | $4,154-55.9% | - |
| Participant deferral / active EE | $3,409 | $1,801+89.3% | $5,453-37.5% | - |
| Admin fee / account holder | $2,793 | $66,580-95.8% | $14,116-80.2% | - |