Filed June 22, 2010
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 | $36,761 | $71,516-48.6% | $98,439-62.7% | $71,457-48.6% |
| Participation rate | 46.7% | 72.7%-26.0pp | 75.2%-28.4pp | 67.9%-21.2pp |
| Annual return | 15.80% | 32.41%-16.6pp | 21.16%-5.4pp | 28.85%-13.0pp |
| Employer contribution / active EE | $1,705 | $2,399-28.9% | $3,048-44.0% | $2,588-34.1% |
| Participant deferral / active EE | $3,377 | $4,109-17.8% | $4,738-28.7% | $4,289-21.3% |
| Admin fee / account holder | $3,694 | $1,675+120.6% | $8,948-58.7% | $1,587+132.7% |