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.
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 | $28,918 | $56,317-48.7% | $71,209-59.4% | $74,304-61.1% |
| Participation rate | 41.8% | 55.1%-13.3pp | 73.8%-32.0pp | 60.3%-18.6pp |
| Annual return | 15.26% | 42.83%-27.6pp | 282.51%-267.2pp | 29.43%-14.2pp |
| Employer contribution / active EE | $317 | $2,160-85.3% | $2,721-88.3% | $2,241-85.9% |
| Participant deferral / active EE | $1,402 | $2,788-49.7% | $4,175-66.4% | $3,767-62.8% |
| Admin fee / account holder | $5,642 | $2,290+146.4% | $5,349+5.5% | $2,969+90.0% |