Filed March 20, 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,399 | $58,828-84.0% | $77,999-88.0% | $62,891-85.1% |
| Participation rate | 66.0% | 71.1%-5.0pp | 75.5%-9.5pp | 69.3%-3.3pp |
| Annual return | 6.12% | 17.16%-11.0pp | 425.96%-419.8pp | 20.14%-14.0pp |
| Employer contribution / active EE | $210 | $1,672-87.4% | $2,470-91.5% | $2,281-90.8% |
| Participant deferral / active EE | $1,345 | $2,686-49.9% | $3,497-61.5% | $3,203-58.0% |
| Admin fee / account holder | $1,372 | $4,393-68.8% | $5,480-75.0% | $4,296-68.1% |