Filed May 31, 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.
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 | $35,160 | $102,382-65.7% | $147,005-76.1% | $80,874-56.5% |
| Participation rate | 0.0% | 75.8%-75.8pp | 82.2%-82.2pp | 67.6%-67.6pp |
| Annual return | 87.88% | 134.89%-47.0pp | 418.76%-330.9pp | 35.62%+52.3pp |
| Employer contribution / active EE | $876 | $3,715-76.4% | $4,934-82.3% | $2,756-68.2% |
| Participant deferral / active EE | $3,373 | $6,646-49.2% | $8,070-58.2% | $4,297-21.5% |
| Admin fee / account holder | $21,106 | $7,942+165.7% | $13,006+62.3% | $6,935+204.3% |