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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,793 | $114,381-66.1% | $107,525-63.9% | $142,382-72.8% |
| Participation rate | 47.4% | 78.1%-30.8pp | 75.1%-27.7pp | 80.1%-32.8pp |
| Annual return | 11.13% | 242.71%-231.6pp | 181.32%-170.2pp | 217.08%-205.9pp |
| Employer contribution / active EE | $1,275 | $4,015-68.2% | $3,754-66.0% | $4,299-70.3% |
| Participant deferral / active EE | $4,261 | $5,564-23.4% | $5,116-16.7% | $6,507-34.5% |
| Admin fee / account holder | $7,324 | $9,860-25.7% | $8,919-17.9% | $12,624-42.0% |