Filed April 7, 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 | $70,285 | $106,355-33.9% | $237,244-70.4% | $116,875-39.9% |
| Participation rate | 39.8% | 71.9%-32.1pp | 80.3%-40.5pp | 74.5%-34.7pp |
| Annual return | 17.21% | 17.03%+0.2pp | 4131.29%-4114.1pp | 16.29%+0.9pp |
| Employer contribution / active EE | $557 | $1,595-65.1% | $4,351-87.2% | $3,288-83.0% |
| Participant deferral / active EE | $1,132 | $3,396-66.7% | $4,056-72.1% | $3,885-70.9% |
| Admin fee / account holder | $1,369 | $11,423-88.0% | $18,030-92.4% | $12,263-88.8% |