Filed July 7, 2009 (most recent of 2 filings on file)
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 | $65,170 | $34,308+90.0% | $74,701-12.8% | $72,985-10.7% |
| Participation rate | 56.6% | 42.4%+14.2pp | 54.5%+2.1pp | 69.5%-12.9pp |
| Annual return | 24.23% | 26.58%-2.4pp | 752.92%-728.7pp | 81.00%-56.8pp |
| Employer contribution / active EE | $897 | $692+29.7% | $1,084-17.2% | $2,440-63.2% |
| Participant deferral / active EE | $2,573 | $1,271+102.3% | $1,964+31.0% | $3,607-28.7% |
| Admin fee / account holder | $4,716 | $2,124+122.0% | $3,333+41.5% | $5,124-8.0% |