Filed June 8, 2009
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 | $31,234 | $65,365-52.2% | $92,893-66.4% | $72,985-57.2% |
| Participation rate | 50.0% | 68.3%-18.3pp | 76.0%-26.0pp | 69.5%-19.5pp |
| Annual return | 18.40% | 42.10%-23.7pp | 109.41%-91.0pp | 81.00%-62.6pp |
| Employer contribution / active EE | $605 | $2,594-76.7% | $3,653-83.4% | $2,440-75.2% |
| Participant deferral / active EE | $3,261 | $3,128+4.2% | $4,236-23.0% | $3,607-9.6% |
| Admin fee / account holder | $1,473 | $4,251-65.4% | $5,794-74.6% | $5,124-71.3% |