Filed February 6, 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 | $67,142 | $132,049-49.2% | $200,582-66.5% | $74,304-9.6% |
| Participation rate | 68.2% | 84.1%-15.8pp | 86.9%-18.7pp | 60.3%+7.9pp |
| Annual return | 17.68% | 22.22%-4.5pp | 42.33%-24.6pp | 29.43%-11.7pp |
| Employer contribution / active EE | $2,239 | $4,558-50.9% | $6,419-65.1% | $2,241-0.1% |
| Participant deferral / active EE | $4,177 | $7,213-42.1% | $9,331-55.2% | $3,767+10.9% |
| Admin fee / account holder | $3,306 | $2,405+37.5% | $16,305-79.7% | $2,969+11.4% |