Filed May 27, 2012
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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $196,295 | $166,020+18.2% | $164,866+19.1% | $145,959+34.5% |
| Participation rate | 52.6% | 82.0%-29.4pp | 78.6%-26.0pp | 80.3%-27.7pp |
| Annual return | 15.01% | 100.08%-85.1pp | 69.97%-55.0pp | 561.95%-546.9pp |
| Employer contribution / active EE | $1,773 | $5,275-66.4% | $4,343-59.2% | $4,661-62.0% |
| Participant deferral / active EE | $4,295 | $6,961-38.3% | $6,033-28.8% | $6,689-35.8% |
| Admin fee / account holder | $10,019 | $16,644-39.8% | $12,689-21.0% | $13,398-25.2% |