Filed November 2, 2009
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.
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 | $150,565 | $109,327+37.7% | $89,391+68.4% | $158,922-5.3% |
| Participation rate | 57.1% | 74.3%-17.1pp | 68.0%-10.8pp | 82.0%-24.8pp |
| Annual return | 20.52% | 345.68%-325.2pp | 245.62%-225.1pp | 302.83%-282.3pp |
| Employer contribution / active EE | $4,862 | $3,170+53.4% | $2,586+88.1% | $4,761+2.1% |
| Participant deferral / active EE | $7,009 | $4,598+52.4% | $3,890+80.2% | $5,982+17.2% |
| Admin fee / account holder | $20,187 | $6,153+228.1% | $4,881+313.5% | $11,246+79.5% |