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 | $77,963 | $64,324+21.2% | $118,925-34.4% | $79,858-2.4% |
| Participation rate | 53.7% | 64.9%-11.2pp | 75.4%-21.7pp | 69.6%-16.0pp |
| Annual return | 15.20% | 86.45%-71.2pp | 35.88%-20.7pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,654 | $1,836-9.9% | $3,263-49.3% | $2,471-33.0% |
| Participant deferral / active EE | $2,587 | $2,824-8.4% | $4,265-39.3% | $3,740-30.8% |
| Admin fee / account holder | $2,645 | $4,040-34.5% | $6,581-59.8% | $5,306-50.2% |