Filed October 27, 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 | $64,902 | $58,851+10.3% | $115,157-43.6% | $72,985-11.1% |
| Participation rate | 54.5% | 65.5%-11.0pp | 75.9%-21.4pp | 69.5%-14.9pp |
| Annual return | 19.51% | 23.16%-3.7pp | 35.60%-16.1pp | 81.00%-61.5pp |
| Employer contribution / active EE | $1,648 | $1,798-8.3% | $3,179-48.1% | $2,440-32.4% |
| Participant deferral / active EE | $2,746 | $2,643+3.9% | $4,168-34.1% | $3,607-23.9% |
| Admin fee / account holder | $8,200 | $6,370+28.7% | $7,088+15.7% | $5,124+60.0% |