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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $54,979 | $101,317-45.7% | $146,958-62.6% | $74,495-26.2% |
| Participation rate | 48.4% | 75.5%-27.1pp | 82.2%-33.7pp | 67.2%-18.8pp |
| Annual return | 8.30% | 8730.91%-8722.6pp | 418.34%-410.0pp | 1364.94%-1356.6pp |
| Employer contribution / active EE | $1,139 | $3,810-70.1% | $4,933-76.9% | $2,623-56.6% |
| Participant deferral / active EE | $2,578 | $7,303-64.7% | $8,070-68.1% | $4,346-40.7% |
| Admin fee / account holder | $5,799 | $1,739+233.5% | $12,998-55.4% | $1,942+198.7% |