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.)
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 | $60,372 | $100,923-40.2% | $150,045-59.8% | $74,304-18.8% |
| Participation rate | 55.9% | 70.1%-14.2pp | 82.3%-26.4pp | 60.3%-4.5pp |
| Annual return | 13.23% | 51.77%-38.5pp | 62.55%-49.3pp | 29.43%-16.2pp |
| Employer contribution / active EE | $1,534 | $3,463-55.7% | $4,693-67.3% | $2,241-31.5% |
| Participant deferral / active EE | $3,565 | $6,709-46.9% | $7,997-55.4% | $3,767-5.4% |
| Admin fee / account holder | $7,390 | $2,767+167.1% | $13,435-45.0% | $2,969+148.9% |