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 | $43,680 | $83,477-47.7% | $125,175-65.1% | $72,985-40.2% |
| Participation rate | 48.6% | 73.3%-24.7pp | 79.8%-31.1pp | 69.5%-20.8pp |
| Annual return | 19.49% | 25.78%-6.3pp | 43.79%-24.3pp | 81.00%-61.5pp |
| Employer contribution / active EE | $728 | $2,345-68.9% | $3,865-81.2% | $2,440-70.2% |
| Participant deferral / active EE | $1,573 | $3,585-56.1% | $4,937-68.1% | $3,607-56.4% |
| Admin fee / account holder | $703 | $5,517-87.3% | $9,702-92.8% | $5,124-86.3% |