Filed May 14, 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 | $116,277 | $153,772-24.4% | $133,980-13.2% | $273,961-57.6% |
| Participation rate | 63.6% | 88.4%-24.7pp | 87.1%-23.4pp | 83.0%-19.4pp |
| Annual return | 10.21% | 36.51%-26.3pp | 29.30%-19.1pp | 41.45%-31.2pp |
| Employer contribution / active EE | $1,410 | $6,029-76.6% | $5,211-72.9% | $4,869-71.0% |
| Participant deferral / active EE | $4,743 | $6,958-31.8% | $6,282-24.5% | $5,287-10.3% |
| Admin fee / account holder | $15,464 | $11,765+31.4% | $9,324+65.8% | $10,132+52.6% |