Filed October 6, 2010
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,082 | $91,538-78.1% | $129,995-84.6% | $75,163-73.3% |
| Participation rate | 35.7% | 71.4%-35.7pp | 78.5%-42.8pp | 67.2%-31.5pp |
| Annual return | 10.72% | -631.11%+641.8pp | -137.18%+147.9pp | 160.62%-149.9pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,200 | $4,341-72.3% | $5,820-79.4% | $4,125-70.9% |
| Admin fee / account holder | $3,707 | $6,790-45.4% | $10,614-65.1% | $5,651-34.4% |