Filed June 8, 2009
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.)
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 | $40,764 | $72,994-44.2% | $120,354-66.1% | $77,643-47.5% |
| Participation rate | 21.5% | 55.2%-33.7pp | 71.9%-50.4pp | 70.6%-49.0pp |
| Annual return | 13.30% | 18.23%-4.9pp | 107.15%-93.9pp | 31.24%-17.9pp |
| Employer contribution / active EE | $491 | $1,793-72.6% | $3,463-85.8% | $2,726-82.0% |
| Participant deferral / active EE | $787 | $3,011-73.9% | $4,991-84.2% | $4,647-83.1% |
| Admin fee / account holder | $2,562 | $658+289.4% | $9,423-72.8% | $430+495.3% |