Filed February 25, 2011
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 | $161,624 | $72,071+124.3% | $68,368+136.4% | $137,256+17.8% |
| Participation rate | 57.9% | 76.2%-18.3pp | 73.8%-15.9pp | 80.0%-22.1pp |
| Annual return | 15.15% | 353.14%-338.0pp | 292.57%-277.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $2,508 | $2,788-10.0% | $2,649-5.3% | $4,156-39.7% |
| Participant deferral / active EE | $8,394 | $4,410+90.3% | $4,123+103.6% | $6,407+31.0% |
| Admin fee / account holder | $38,287 | $5,336+617.6% | $5,150+643.5% | $12,270+212.0% |