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 | $31,989 | $48,795-34.4% | $65,493-51.2% | $84,808-62.3% |
| Participation rate | 55.8% | 67.0%-11.2pp | 73.1%-17.3pp | 68.3%-12.5pp |
| Annual return | 14.27% | 20.20%-5.9pp | 982.45%-968.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,223 | $1,930-36.6% | $2,574-52.5% | $2,631-53.5% |
| Participant deferral / active EE | $2,498 | $2,928-14.7% | $3,961-36.9% | $4,212-40.7% |
| Admin fee / account holder | $3,308 | $3,877-14.7% | $5,028-34.2% | $7,344-55.0% |