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 | $39,614 | $78,485-49.5% | $106,213-62.7% | $74,495-46.8% |
| Participation rate | 43.1% | 72.8%-29.7pp | 75.3%-32.2pp | 67.2%-24.1pp |
| Annual return | 11.58% | 15.95%-4.4pp | 116.14%-104.6pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $1,600 | $2,523-36.6% | $3,171-49.6% | $2,623-39.0% |
| Participant deferral / active EE | $3,298 | $4,322-23.7% | $5,016-34.2% | $4,346-24.1% |
| Admin fee / account holder | $5,317 | $2,232+138.3% | $11,033-51.8% | $1,942+173.8% |