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 | $76,407-70.5% | $150,298-85.0% | $82,448-72.7% |
| Participation rate | 37.7% | 66.4%-28.7pp | 77.8%-40.1pp | 68.1%-30.4pp |
| Annual return | 22.59% | 39.99%-17.4pp | 62.79%-40.2pp | 41.64%-19.0pp |
| Employer contribution / active EE | $648 | $2,614-75.2% | $4,154-84.4% | $2,551-74.6% |
| Participant deferral / active EE | $1,890 | $3,214-41.2% | $5,453-65.3% | $4,139-54.3% |
| Admin fee / account holder | $3,443 | $6,352-45.8% | $14,116-75.6% | $7,234-52.4% |