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 | $50,493 | $65,041-22.4% | $90,951-44.5% | $79,858-36.8% |
| Participation rate | 60.0% | 61.6%-1.6pp | 69.0%-9.0pp | 69.6%-9.6pp |
| Annual return | 14.49% | 30.45%-16.0pp | 134.60%-120.1pp | 31.71%-17.2pp |
| Employer contribution / active EE | $337 | $1,247-73.0% | $2,122-84.1% | $2,471-86.4% |
| Participant deferral / active EE | $3,239 | $2,512+29.0% | $3,373-4.0% | $3,740-13.4% |
| Admin fee / account holder | $2,418 | $4,536-46.7% | $5,959-59.4% | $5,306-54.4% |