Filed November 19, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $63,770 | $100,773-36.7% | $88,946-28.3% | $142,382-55.2% |
| Participation rate | 41.7% | 74.3%-32.6pp | 68.8%-27.2pp | 80.1%-38.5pp |
| Annual return | 2.86% | 70.18%-67.3pp | 57.82%-55.0pp | 217.08%-214.2pp |
| Employer contribution / active EE | $403 | $2,918-86.2% | $2,555-84.2% | $4,299-90.6% |
| Participant deferral / active EE | $2,103 | $5,230-59.8% | $4,581-54.1% | $6,507-67.7% |
| Admin fee / account holder | $1,172 | $9,693-87.9% | $8,261-85.8% | $12,624-90.7% |