Filed November 1, 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 | $44,242 | $60,349-26.7% | $74,183-40.4% | $62,891-29.7% |
| Participation rate | 61.4% | 72.7%-11.3pp | 76.6%-15.2pp | 69.3%-7.9pp |
| Annual return | 9.26% | 21.37%-12.1pp | 17.74%-8.5pp | 20.14%-10.9pp |
| Employer contribution / active EE | $1,635 | $1,680-2.7% | $2,370-31.0% | $2,281-28.3% |
| Participant deferral / active EE | $2,397 | $2,856-16.1% | $3,550-32.5% | $3,203-25.2% |
| Admin fee / account holder | $1,949 | $4,261-54.3% | $5,586-65.1% | $4,296-54.6% |