Filed December 2, 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 7-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 | $10,764 | $27,839-61.3% | $58,482-81.6% | $71,457-84.9% |
| Participation rate | 35.4% | 34.5%+0.8pp | 50.9%-15.5pp | 67.9%-32.5pp |
| Annual return | 22.87% | 26.81%-3.9pp | 4239.32%-4216.4pp | 28.85%-6.0pp |
| Employer contribution / active EE | $149 | $631-76.4% | $1,053-85.9% | $2,588-94.3% |
| Participant deferral / active EE | $925 | $1,206-23.3% | $1,924-51.9% | $4,289-78.4% |
| Admin fee / account holder | $302 | $1,641-81.6% | $2,516-88.0% | $1,587-81.0% |