Filed February 8, 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 7-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.
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 | $22,576 | $53,822-58.1% | $75,696-70.2% | $85,850-73.7% |
| Participation rate | 53.2% | 69.1%-15.9pp | 74.8%-21.6pp | 69.3%-16.1pp |
| Annual return | 34.40% | 24.54%+9.9pp | 104.53%-70.1pp | 318.53%-284.1pp |
| Employer contribution / active EE | $940 | $2,017-53.4% | $2,743-65.7% | $2,565-63.4% |
| Participant deferral / active EE | $1,743 | $2,895-39.8% | $3,821-54.4% | $3,952-55.9% |
| Admin fee / account holder | $165 | $3,343-95.1% | $3,619-95.4% | $6,260-97.4% |