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 | $51,344 | $67,606-24.1% | $82,313-37.6% | $70,131-26.8% |
| Participation rate | 67.2% | 72.8%-5.6pp | 76.9%-9.7pp | 69.5%-2.3pp |
| Annual return | 15.60% | 21.57%-6.0pp | 25.88%-10.3pp | 73.14%-57.5pp |
| Employer contribution / active EE | $1,703 | $1,755-2.9% | $2,428-29.9% | $2,342-27.3% |
| Participant deferral / active EE | $3,008 | $2,987+0.7% | $3,706-18.8% | $3,332-9.7% |
| Admin fee / account holder | $1,975 | $4,512-56.2% | $5,608-64.8% | $4,645-57.5% |