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 | $46,388 | $54,762-15.3% | $90,281-48.6% | $72,985-36.4% |
| Participation rate | 57.3% | 65.1%-7.8pp | 73.3%-15.9pp | 69.5%-12.2pp |
| Annual return | 20.51% | 30.63%-10.1pp | 78.10%-57.6pp | 81.00%-60.5pp |
| Employer contribution / active EE | $1,152 | $2,092-44.9% | $2,854-59.6% | $2,440-52.8% |
| Participant deferral / active EE | $2,200 | $2,887-23.8% | $3,885-43.4% | $3,607-39.0% |
| Admin fee / account holder | $14,501 | $3,972+265.1% | $5,351+171.0% | $5,124+183.0% |