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.)
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 | $49,620 | $86,332-42.5% | $125,175-60.4% | $65,185-23.9% |
| Participation rate | 57.0% | 75.3%-18.3pp | 79.8%-22.8pp | 70.2%-13.2pp |
| Annual return | 25.06% | 27.43%-2.4pp | 43.79%-18.7pp | 29.38%-4.3pp |
| Employer contribution / active EE | $965 | $2,040-52.7% | $3,865-75.0% | $2,177-55.7% |
| Participant deferral / active EE | $2,540 | $3,537-28.2% | $4,937-48.5% | $3,514-27.7% |
| Admin fee / account holder | $7,272 | $609+1093.7% | $9,702-25.0% | $847+758.5% |