Filed December 29, 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.
Participant 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 | $33,418 | $69,977-52.2% | $108,579-69.2% | $62,891-46.9% |
| Participation rate | 44.4% | 72.9%-28.5pp | 79.6%-35.1pp | 69.3%-24.9pp |
| Annual return | 10.54% | 10.73%-0.2pp | -51.70%+62.2pp | 20.14%-9.6pp |
| Employer contribution / active EE | $589 | $2,135-72.4% | $3,758-84.3% | $2,281-74.2% |
| Participant deferral / active EE | $1,273 | $3,165-59.8% | $4,311-70.5% | $3,203-60.2% |
| Admin fee / account holder | $1,878 | $5,076-63.0% | $7,645-75.4% | $4,296-56.3% |