Filed November 17, 2010
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,477 | $58,264-63.1% | $86,612-75.2% | $71,457-69.9% |
| Participation rate | 48.6% | 65.0%-16.4pp | 71.7%-23.1pp | 67.9%-19.3pp |
| Annual return | 12.48% | 21.63%-9.1pp | 591.07%-578.6pp | 28.85%-16.4pp |
| Employer contribution / active EE | $274 | $2,574-89.3% | $3,022-90.9% | $2,588-89.4% |
| Participant deferral / active EE | $1,494 | $3,436-56.5% | $4,438-66.3% | $4,289-65.2% |
| Admin fee / account holder | $3,959 | $1,057+274.6% | $5,614-29.5% | $1,587+149.4% |