Filed May 20, 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 | $86,972 | $48,364+79.8% | $71,796+21.1% | $62,891+38.3% |
| Participation rate | 60.0% | 60.6%-0.6pp | 69.1%-9.1pp | 69.3%-9.3pp |
| Annual return | 9.73% | 13.16%-3.4pp | 78.04%-68.3pp | 20.14%-10.4pp |
| Employer contribution / active EE | $1,130 | $1,042+8.4% | $1,924-41.3% | $2,281-50.5% |
| Participant deferral / active EE | $3,984 | $2,091+90.5% | $2,794+42.6% | $3,203+24.4% |
| Admin fee / account holder | $3,745 | $3,771-0.7% | $4,815-22.2% | $4,296-12.8% |