Filed March 19, 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 | $45,418 | $49,177-7.6% | $79,464-42.8% | $64,186-29.2% |
| Participation rate | 54.5% | 65.0%-10.5pp | 73.3%-18.8pp | 69.6%-15.0pp |
| Annual return | -3.51% | -1.16%-2.3pp | 718.14%-721.6pp | 7.63%-11.1pp |
| Employer contribution / active EE | $1,177 | $2,076-43.3% | $2,800-58.0% | $2,381-50.6% |
| Participant deferral / active EE | $2,319 | $2,821-17.8% | $3,704-37.4% | $3,470-33.2% |
| Admin fee / account holder | $6,762 | $3,839+76.1% | $5,113+32.2% | $4,888+38.3% |