Filed December 28, 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 8-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 | $57,911 | $89,753-35.5% | $107,525-46.1% | $84,808-31.7% |
| Participation rate | 63.9% | 68.1%-4.1pp | 75.1%-11.2pp | 68.3%-4.4pp |
| Annual return | 19.46% | 29.48%-10.0pp | 181.32%-161.9pp | 40.90%-21.4pp |
| Employer contribution / active EE | $1,575 | $3,113-49.4% | $3,754-58.0% | $2,631-40.1% |
| Participant deferral / active EE | $3,140 | $4,056-22.6% | $5,116-38.6% | $4,212-25.5% |
| Admin fee / account holder | $3,673 | $7,222-49.1% | $8,919-58.8% | $7,344-50.0% |