Filed March 13, 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.)
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 | $36,766 | $76,000-51.6% | $154,107-76.1% | $64,186-42.7% |
| Participation rate | 51.1% | 70.4%-19.4pp | 83.0%-32.0pp | 69.6%-18.5pp |
| Annual return | -5.55% | 30.32%-35.9pp | 735.12%-740.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,067 | $3,351-68.2% | $5,298-79.9% | $2,381-55.2% |
| Participant deferral / active EE | $1,851 | $3,175-41.7% | $5,081-63.6% | $3,470-46.7% |
| Admin fee / account holder | $2,076 | $5,596-62.9% | $13,411-84.5% | $4,888-57.5% |