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 | $120,193 | $80,717+48.9% | $154,803-22.4% | $84,808+41.7% |
| Participation rate | 29.6% | 66.8%-37.2pp | 78.1%-48.4pp | 68.3%-38.7pp |
| Annual return | 12.69% | 37.96%-25.3pp | 58.88%-46.2pp | 40.90%-28.2pp |
| Employer contribution / active EE | $2,342 | $2,761-15.2% | $4,305-45.6% | $2,631-11.0% |
| Participant deferral / active EE | $4,963 | $3,303+50.3% | $5,540-10.4% | $4,212+17.8% |
| Admin fee / account holder | $14,207 | $6,746+110.6% | $14,329-0.9% | $7,344+93.5% |