Filed April 5, 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 6-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 | $65,663 | $61,272+7.2% | $149,673-56.1% | $71,457-8.1% |
| Participation rate | 34.5% | 62.5%-28.0pp | 78.8%-44.3pp | 67.9%-33.4pp |
| Annual return | 13.22% | 35.85%-22.6pp | 134.42%-121.2pp | 28.85%-15.6pp |
| Employer contribution / active EE | $1,076 | $2,378-54.8% | $4,818-77.7% | $2,588-58.4% |
| Participant deferral / active EE | $2,545 | $2,917-12.8% | $5,680-55.2% | $4,289-40.7% |
| Admin fee / account holder | $4,080 | $1,261+223.4% | $13,210-69.1% | $1,587+157.0% |