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 | $79,548 | $29,660+168.2% | $56,411+41.0% | $80,856-1.6% |
| Participation rate | 49.1% | 41.6%+7.4pp | 52.5%-3.4pp | 67.6%-18.5pp |
| Annual return | 11.23% | 35.23%-24.0pp | 1701.33%-1690.1pp | 35.59%-24.4pp |
| Employer contribution / active EE | $1,425 | $669+112.9% | $1,039+37.2% | $2,755-48.3% |
| Participant deferral / active EE | $3,649 | $1,226+197.6% | $1,952+86.9% | $4,296-15.1% |
| Admin fee / account holder | $6,604 | $2,428+172.0% | $2,829+133.5% | $6,918-4.5% |