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 | $33,701 | $75,963-55.6% | $97,995-65.6% | $70,131-51.9% |
| Participation rate | 36.4% | 77.0%-40.6pp | 82.4%-46.0pp | 69.5%-33.2pp |
| Annual return | 12.94% | 19.26%-6.3pp | 23.94%-11.0pp | 73.14%-60.2pp |
| Employer contribution / active EE | $209 | $3,278-93.6% | $4,158-95.0% | $2,342-91.1% |
| Participant deferral / active EE | $1,592 | $4,053-60.7% | $5,097-68.8% | $3,332-52.2% |
| Admin fee / account holder | $894 | $5,407-83.5% | $5,943-85.0% | $4,645-80.7% |