Filed November 16, 2011
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,666 | $47,105-88.0% | $68,368-91.7% | $67,986-91.7% |
| Participation rate | 53.5% | 51.8%+1.7pp | 73.8%-20.2pp | 57.2%-3.7pp |
| Annual return | 20.30% | 48.37%-28.1pp | 292.57%-272.3pp | 31.67%-11.4pp |
| Employer contribution / active EE | $0 | $1,859-100.0% | $2,649-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $605 | $2,374-74.5% | $4,123-85.3% | $3,358-82.0% |
| Admin fee / account holder | $366 | $2,435-85.0% | $5,150-92.9% | $3,203-88.6% |