Filed September 2, 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.)
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 | $48,041 | $66,302-27.5% | $110,238-56.4% | $56,287-14.6% |
| Participation rate | 52.0% | 74.9%-23.0pp | 79.8%-27.9pp | 69.9%-17.9pp |
| Annual return | -7.09% | -1.18%-5.9pp | 314.74%-321.8pp | -9.96%+2.9pp |
| Employer contribution / active EE | $949 | $2,047-53.6% | $3,826-75.2% | $2,111-55.0% |
| Participant deferral / active EE | $2,505 | $3,381-25.9% | $4,672-46.4% | $3,350-25.2% |
| Admin fee / account holder | $547 | $698-21.7% | $8,547-93.6% | $521+5.0% |