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 | $46,437 | $81,474-43.0% | $133,956-65.3% | $73,488-36.8% |
| Participation rate | 42.2% | 76.4%-34.2pp | 79.8%-37.6pp | 70.7%-28.5pp |
| Annual return | 13.89% | 19.40%-5.5pp | 45.09%-31.2pp | 28.51%-14.6pp |
| Employer contribution / active EE | $594 | $2,209-73.1% | $3,919-84.8% | $2,270-73.8% |
| Participant deferral / active EE | $1,349 | $3,786-64.4% | $5,048-73.3% | $3,740-63.9% |
| Admin fee / account holder | $1,845 | $713+158.8% | $8,927-79.3% | $513+259.7% |