Filed December 2, 2011
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 | $31,775 | $48,364-34.3% | $71,796-55.7% | $62,891-49.5% |
| Participation rate | 67.4% | 60.6%+6.8pp | 69.1%-1.7pp | 69.3%-1.9pp |
| Annual return | 13.05% | 13.16%-0.1pp | 78.04%-65.0pp | 20.14%-7.1pp |
| Employer contribution / active EE | $263 | $1,042-74.8% | $1,924-86.3% | $2,281-88.5% |
| Participant deferral / active EE | $2,627 | $2,091+25.6% | $2,794-6.0% | $3,203-18.0% |
| Admin fee / account holder | $454 | $3,771-88.0% | $4,815-90.6% | $4,296-89.4% |