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 | $15,124 | $34,934-56.7% | $56,411-73.2% | $74,495-79.7% |
| Participation rate | 36.8% | 32.8%+3.9pp | 52.5%-15.7pp | 67.2%-30.4pp |
| Annual return | 14.19% | 25.94%-11.7pp | 1701.33%-1687.1pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $155 | $609-74.6% | $1,039-85.1% | $2,623-94.1% |
| Participant deferral / active EE | $1,103 | $1,170-5.8% | $1,952-43.5% | $4,346-74.6% |
| Admin fee / account holder | $719 | $2,364-69.6% | $2,829-74.6% | $1,942-63.0% |