Filed August 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.
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 | $48,123 | $48,076+0.1% | $78,689-38.8% | $62,891-23.5% |
| Participation rate | 63.5% | 65.2%-1.7pp | 73.6%-10.1pp | 69.3%-5.8pp |
| Annual return | 7.33% | 31.35%-24.0pp | 62.18%-54.8pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,076 | $2,015-46.6% | $2,851-62.3% | $2,281-52.8% |
| Participant deferral / active EE | $2,479 | $2,588-4.2% | $3,517-29.5% | $3,203-22.6% |
| Admin fee / account holder | $602 | $3,207-81.2% | $4,510-86.6% | $4,296-86.0% |