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 | $129,912 | $49,138+164.4% | $84,015+54.6% | $65,185+99.3% |
| Participation rate | 47.5% | 60.7%-13.2pp | 69.0%-21.5pp | 70.2%-22.7pp |
| Annual return | 18.02% | 23.00%-5.0pp | 71.31%-53.3pp | 29.38%-11.4pp |
| Employer contribution / active EE | $724 | $914-20.8% | $1,983-63.5% | $2,177-66.7% |
| Participant deferral / active EE | $3,356 | $2,397+40.0% | $3,239+3.6% | $3,514-4.5% |
| Admin fee / account holder | $13,808 | $543+2441.3% | $6,101+126.3% | $847+1530.0% |