Filed June 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $146,336 | $89,753+63.0% | $107,525+36.1% | $84,808+72.6% |
| Participation rate | 51.1% | 68.1%-17.0pp | 75.1%-24.0pp | 68.3%-17.2pp |
| Annual return | 13.47% | 29.48%-16.0pp | 181.32%-167.8pp | 40.90%-27.4pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,053 | $4,056+73.9% | $5,116+37.9% | $4,212+67.5% |
| Admin fee / account holder | $640 | $7,222-91.1% | $8,919-92.8% | $7,344-91.3% |