Filed April 3, 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 | $26,548 | $48,795-45.6% | $65,493-59.5% | $84,808-68.7% |
| Participation rate | 50.0% | 67.0%-17.0pp | 73.1%-23.1pp | 68.3%-18.3pp |
| Annual return | 13.34% | 20.20%-6.9pp | 982.45%-969.1pp | 40.90%-27.6pp |
| Employer contribution / active EE | $681 | $1,930-64.7% | $2,574-73.6% | $2,631-74.1% |
| Participant deferral / active EE | $1,252 | $2,928-57.2% | $3,961-68.4% | $4,212-70.3% |
| Admin fee / account holder | $2,352 | $3,877-39.3% | $5,028-53.2% | $7,344-68.0% |