Filed December 2, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $131,942 | $99,633+32.4% | $183,328-28.0% | $82,448+60.0% |
| Participation rate | 33.3% | 70.8%-37.4pp | 77.3%-44.0pp | 68.1%-34.7pp |
| Annual return | 10.76% | 17.84%-7.1pp | 29.67%-18.9pp | 41.64%-30.9pp |
| Employer contribution / active EE | $563 | $3,256-82.7% | $5,055-88.9% | $2,551-77.9% |
| Participant deferral / active EE | $2,143 | $4,938-56.6% | $6,795-68.5% | $4,139-48.2% |
| Admin fee / account holder | $58,603 | $9,934+489.9% | $21,427+173.5% | $7,234+710.1% |