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 | $26,097 | $60,323-56.7% | $81,812-68.1% | $74,495-65.0% |
| Participation rate | 44.0% | 62.9%-18.9pp | 72.3%-28.4pp | 67.2%-23.2pp |
| Annual return | 8.43% | 16.90%-8.5pp | 773.79%-765.4pp | 1364.94%-1356.5pp |
| Employer contribution / active EE | $274 | $2,620-89.6% | $2,912-90.6% | $2,623-89.6% |
| Participant deferral / active EE | $1,452 | $3,387-57.1% | $4,319-66.4% | $4,346-66.6% |
| Admin fee / account holder | $2,017 | $1,486+35.8% | $7,386-72.7% | $1,942+3.9% |