Filed April 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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $96,318 | $52,353+84.0% | $120,225-19.9% | $82,448+16.8% |
| Participation rate | 32.0% | 58.3%-26.4pp | 69.6%-37.6pp | 68.1%-36.1pp |
| Annual return | 17.40% | 61.85%-44.5pp | 439.23%-421.8pp | 41.64%-24.2pp |
| Employer contribution / active EE | $1,068 | $1,510-29.3% | $3,475-69.3% | $2,551-58.2% |
| Participant deferral / active EE | $2,592 | $2,627-1.3% | $3,999-35.2% | $4,139-37.4% |
| Admin fee / account holder | $13,981 | $4,363+220.5% | $5,696+145.4% | $7,234+93.3% |