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 | $95,553 | $37,426+155.3% | $77,482+23.3% | $79,858+19.7% |
| Participation rate | 39.4% | 41.5%-2.1pp | 54.2%-14.7pp | 69.6%-30.2pp |
| Annual return | 14.46% | 39.70%-25.2pp | 54.79%-40.3pp | 31.71%-17.3pp |
| Employer contribution / active EE | $721 | $637+13.2% | $986-27.0% | $2,471-70.8% |
| Participant deferral / active EE | $2,602 | $1,260+106.5% | $1,861+39.8% | $3,740-30.4% |
| Admin fee / account holder | $15,689 | $2,504+526.5% | $2,858+449.0% | $5,306+195.7% |