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 | $104,061 | $70,983+46.6% | $78,778+32.1% | - |
| Participation rate | 53.5% | 57.2%-3.7pp | 69.2%-15.7pp | - |
| Annual return | 13.27% | 9.28%+4.0pp | 35.62%-22.3pp | - |
| Employer contribution / active EE | $760 | $665+14.3% | $1,986-61.7% | - |
| Participant deferral / active EE | $3,776 | $2,053+84.0% | $2,958+27.6% | - |
| Admin fee / account holder | $8,603 | $4,432+94.1% | $5,134+67.6% | - |