Filed August 5, 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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $35,265 | $57,990-39.2% | $76,284-53.8% | $80,874-56.4% |
| Participation rate | 47.8% | 73.7%-25.9pp | 79.2%-31.4pp | 67.6%-19.8pp |
| Annual return | 13.69% | 15.89%-2.2pp | 13.77%-0.1pp | 35.62%-21.9pp |
| Employer contribution / active EE | $1,516 | $3,565-57.5% | $4,585-66.9% | $2,756-45.0% |
| Participant deferral / active EE | $3,329 | $3,814-12.7% | $5,478-39.2% | $4,297-22.5% |
| Admin fee / account holder | $4,156 | $5,668-26.7% | $5,131-19.0% | $6,935-40.1% |