Filed June 8, 2009 (most recent of 2 filings on file)
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 | $33,211 | $39,162-15.2% | $100,671-67.0% | $59,632-44.3% |
| Participation rate | 39.6% | 55.9%-16.3pp | 70.7%-31.2pp | 68.7%-29.1pp |
| Annual return | -0.93% | 21.07%-22.0pp | 20.43%-21.4pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $811 | $1,992-59.3% | $3,144-74.2% | $3,192-74.6% |
| Admin fee / account holder | $3,017 | $2,969+1.6% | $4,850-37.8% | $4,297-29.8% |