Filed March 22, 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 | $22,512 | $80,717-72.1% | $154,803-85.5% | $84,808-73.5% |
| Participation rate | 37.7% | 66.8%-29.1pp | 78.1%-40.4pp | 68.3%-30.6pp |
| Annual return | 22.59% | 37.96%-15.4pp | 58.88%-36.3pp | 40.90%-18.3pp |
| Employer contribution / active EE | $648 | $2,761-76.5% | $4,305-85.0% | $2,631-75.4% |
| Participant deferral / active EE | $1,890 | $3,303-42.8% | $5,540-65.9% | $4,212-55.1% |
| Admin fee / account holder | $3,443 | $6,746-49.0% | $14,329-76.0% | $7,344-53.1% |