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 | $141,812 | $65,041+118.0% | $90,951+55.9% | $79,858+77.6% |
| Participation rate | 45.3% | 61.6%-16.3pp | 69.0%-23.7pp | 69.6%-24.4pp |
| Annual return | 11.21% | 30.45%-19.2pp | 134.60%-123.4pp | 31.71%-20.5pp |
| Employer contribution / active EE | $729 | $1,247-41.6% | $2,122-65.7% | $2,471-70.5% |
| Participant deferral / active EE | $3,547 | $2,512+41.2% | $3,373+5.2% | $3,740-5.2% |
| Admin fee / account holder | $20,940 | $4,536+361.6% | $5,959+251.4% | $5,306+294.6% |