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.)
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 | $73,778 | $55,415+33.1% | $155,509-52.6% | $74,495-1.0% |
| Participation rate | 33.3% | 61.9%-28.6pp | 78.2%-44.9pp | 67.2%-33.9pp |
| Annual return | 9.39% | 268.50%-259.1pp | 64.67%-55.3pp | 1364.94%-1355.5pp |
| Employer contribution / active EE | $1,200 | $2,267-47.1% | $4,672-74.3% | $2,623-54.3% |
| Participant deferral / active EE | $2,404 | $2,836-15.2% | $5,626-57.3% | $4,346-44.7% |
| Admin fee / account holder | $3,134 | $1,738+80.3% | $15,912-80.3% | $1,942+61.4% |