Filed November 20, 2007
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 7-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,151 | $65,082-38.3% | $81,367-50.7% | $59,632-32.7% |
| Participation rate | 42.4% | 76.0%-33.5pp | 82.3%-39.9pp | 68.7%-26.2pp |
| Annual return | -1.00% | 1.16%-2.2pp | -0.92%-0.1pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $295 | $2,934-90.0% | $3,930-92.5% | $2,203-86.6% |
| Participant deferral / active EE | $2,168 | $4,083-46.9% | $5,383-59.7% | $3,192-32.1% |
| Admin fee / account holder | $4,220 | $7,582-44.3% | $8,926-52.7% | $4,297-1.8% |