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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,612 | $31,310-46.9% | $53,898-69.2% | $74,304-77.6% |
| Participation rate | 44.1% | 30.7%+13.4pp | 55.0%-10.9pp | 60.3%-16.2pp |
| Annual return | 19.28% | 23.16%-3.9pp | 528.60%-509.3pp | 29.43%-10.2pp |
| Employer contribution / active EE | $219 | $450-51.2% | $932-76.5% | $2,241-90.2% |
| Participant deferral / active EE | $1,365 | $934+46.1% | $1,826-25.3% | $3,767-63.8% |
| Admin fee / account holder | $764 | $2,175-64.9% | $2,491-69.3% | $2,969-74.3% |