Filed September 6, 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 | $93,501 | $45,863+103.9% | $77,024+21.4% | $68,494+36.5% |
| Participation rate | 66.7% | 55.9%+10.8pp | 67.9%-1.2pp | 67.9%-1.2pp |
| Annual return | -14.45% | 1.72%-16.2pp | 42.32%-56.8pp | -7.84%-6.6pp |
| Employer contribution / active EE | $409 | $1,650-75.2% | $2,812-85.5% | $2,596-84.3% |
| Participant deferral / active EE | $2,825 | $2,962-4.6% | $4,426-36.2% | $4,027-29.9% |
| Admin fee / account holder | $17,961 | $3,041+490.7% | $5,425+231.1% | $5,403+232.5% |