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 | $37,237 | $64,121-41.9% | $78,805-52.7% | $116,875-68.1% |
| Participation rate | 52.1% | 71.0%-18.9pp | 73.6%-21.5pp | 74.5%-22.4pp |
| Annual return | 20.53% | 16.32%+4.2pp | -2.71%+23.2pp | 16.29%+4.2pp |
| Employer contribution / active EE | $1,180 | $2,257-47.7% | $4,059-70.9% | $3,288-64.1% |
| Participant deferral / active EE | $2,681 | $2,757-2.8% | $3,584-25.2% | $3,885-31.0% |
| Admin fee / account holder | $4,236 | $5,745-26.3% | $5,677-25.4% | $12,263-65.5% |