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 | $54,279 | $59,805-9.2% | $79,550-31.8% | $68,494-20.8% |
| Participation rate | 56.2% | 61.1%-4.9pp | 69.5%-13.3pp | 67.9%-11.7pp |
| Annual return | -18.02% | -12.30%-5.7pp | 0.16%-18.2pp | -7.84%-10.2pp |
| Employer contribution / active EE | $378 | $1,505-74.9% | $2,413-84.3% | $2,596-85.5% |
| Participant deferral / active EE | $3,541 | $3,024+17.1% | $3,985-11.1% | $4,027-12.1% |
| Admin fee / account holder | $647 | $4,835-86.6% | $6,832-90.5% | $5,403-88.0% |