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.
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 | $26,580 | $48,230-44.9% | $67,502-60.6% | $80,856-67.1% |
| Participation rate | 66.7% | 66.4%+0.3pp | 72.9%-6.2pp | 67.6%-1.0pp |
| Annual return | 17.51% | 18.28%-0.8pp | 3512.12%-3494.6pp | 35.59%-18.1pp |
| Employer contribution / active EE | $1,379 | $2,020-31.7% | $2,731-49.5% | $2,755-49.9% |
| Participant deferral / active EE | $2,617 | $2,924-10.5% | $4,000-34.6% | $4,296-39.1% |
| Admin fee / account holder | $403 | $3,681-89.1% | $3,998-89.9% | $6,918-94.2% |