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 | $38,436 | $78,705-51.2% | $117,854-67.4% | $70,131-45.2% |
| Participation rate | 42.2% | 73.2%-31.0pp | 79.7%-37.5pp | 69.5%-27.4pp |
| Annual return | 13.54% | 23.30%-9.8pp | 335.08%-321.5pp | 73.14%-59.6pp |
| Employer contribution / active EE | $524 | $2,223-76.4% | $3,786-86.2% | $2,342-77.6% |
| Participant deferral / active EE | $1,154 | $3,297-65.0% | $4,482-74.3% | $3,332-65.4% |
| Admin fee / account holder | $1,028 | $5,065-79.7% | $8,020-87.2% | $4,645-77.9% |