Filed September 18, 2008 (most recent of 2 filings on file)
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 | $186,738 | $56,484+230.6% | $169,463+10.2% | $64,186+190.9% |
| Participation rate | 47.3% | 64.5%-17.3pp | 77.8%-30.5pp | 69.6%-22.3pp |
| Annual return | -5.78% | -1.55%-4.2pp | 1.83%-7.6pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,786 | $1,832-2.6% | $4,159-57.1% | $2,381-25.0% |
| Participant deferral / active EE | $3,310 | $3,448-4.0% | $5,277-37.3% | $3,470-4.6% |
| Admin fee / account holder | $1,731 | $4,174-58.5% | $9,109-81.0% | $4,888-64.6% |