Filed June 1, 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.)
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 | $32,690 | $96,018-66.0% | $65,493-50.1% | $85,563-61.8% |
| Participation rate | 5.3% | 74.8%-69.5pp | 73.1%-67.8pp | 66.0%-60.6pp |
| Annual return | 13.83% | 14.51%-0.7pp | 982.45%-968.6pp | 31.51%-17.7pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,574-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $185 | $4,055-95.4% | $3,961-95.3% | $4,375-95.8% |
| Admin fee / account holder | $3,049 | $271+1026.8% | $5,028-39.4% | $834+265.5% |