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 | $36,633 | $43,723-16.2% | $121,196-69.8% | $64,186-42.9% |
| Participation rate | 69.2% | 58.3%+10.9pp | 71.7%-2.5pp | 69.6%-0.3pp |
| Annual return | -6.75% | 68.91%-75.7pp | 16.93%-23.7pp | 7.63%-14.4pp |
| Employer contribution / active EE | $0 | $1,296-100.0% | $4,022-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,407 | $2,280-38.3% | $3,344-57.9% | $3,470-59.4% |
| Admin fee / account holder | $1,109 | $3,501-68.3% | $5,019-77.9% | $4,888-77.3% |