Filed July 24, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,179 | $95,416-53.7% | $185,823-76.2% | $85,850-48.5% |
| Participation rate | 53.3% | 68.8%-15.4pp | 81.7%-28.4pp | 69.3%-16.0pp |
| Annual return | 125.55% | 23.59%+102.0pp | 122.05%+3.5pp | 318.53%-193.0pp |
| Employer contribution / active EE | $481 | $3,314-85.5% | $5,167-90.7% | $2,565-81.3% |
| Participant deferral / active EE | $701 | $3,423-79.5% | $5,568-87.4% | $3,952-82.3% |
| Admin fee / account holder | $1,427 | $7,213-80.2% | $16,237-91.2% | $6,260-77.2% |