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 | $62,548 | $46,869+33.5% | $122,332-48.9% | $70,131-10.8% |
| Participation rate | 39.7% | 58.2%-18.4pp | 71.6%-31.9pp | 69.5%-29.8pp |
| Annual return | 17.33% | 24.22%-6.9pp | 30.27%-12.9pp | 73.14%-55.8pp |
| Employer contribution / active EE | $702 | $1,288-45.5% | $4,050-82.7% | $2,342-70.0% |
| Participant deferral / active EE | $1,763 | $2,166-18.6% | $3,287-46.4% | $3,332-47.1% |
| Admin fee / account holder | $2,141 | $3,322-35.6% | $5,478-60.9% | $4,645-53.9% |