Filed December 1, 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 | $151,322 | $165,984-8.8% | $164,813-8.2% | $145,922+3.7% |
| Participation rate | 55.0% | 82.0%-27.0pp | 78.6%-23.6pp | 80.3%-25.3pp |
| Annual return | 10.02% | 100.03%-90.0pp | 69.93%-59.9pp | 561.29%-551.3pp |
| Employer contribution / active EE | $1,609 | $5,273-69.5% | $4,341-62.9% | $4,660-65.5% |
| Participant deferral / active EE | $2,668 | $6,959-61.7% | $6,031-55.8% | $6,688-60.1% |
| Admin fee / account holder | $6,369 | $16,648-61.7% | $12,690-49.8% | $13,397-52.5% |