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.
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 | $96,318 | $53,516+80.0% | $126,539-23.9% | $84,808+13.6% |
| Participation rate | 32.0% | 58.2%-26.3pp | 69.8%-37.9pp | 68.3%-36.4pp |
| Annual return | 17.40% | 58.34%-40.9pp | 425.95%-408.5pp | 40.90%-23.5pp |
| Employer contribution / active EE | $1,068 | $1,535-30.4% | $3,674-70.9% | $2,631-59.4% |
| Participant deferral / active EE | $2,592 | $2,671-2.9% | $4,083-36.5% | $4,212-38.5% |
| Admin fee / account holder | $13,981 | $4,497+210.9% | $6,065+130.5% | $7,344+90.4% |