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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,417 | $66,764-38.0% | $88,497-53.2% | $62,891-34.1% |
| Participation rate | 33.3% | 77.3%-43.9pp | 82.4%-49.1pp | 69.3%-36.0pp |
| Annual return | 2.68% | 10.37%-7.7pp | 7.63%-5.0pp | 20.14%-17.5pp |
| Employer contribution / active EE | $213 | $3,077-93.1% | $4,036-94.7% | $2,281-90.7% |
| Participant deferral / active EE | $1,929 | $3,976-51.5% | $4,899-60.6% | $3,203-39.8% |
| Admin fee / account holder | $1,024 | $4,668-78.1% | $6,220-83.5% | $4,296-76.2% |