Filed March 1, 2010
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.
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,777 | $46,732-59.8% | $156,549-88.0% | $55,167-66.0% |
| Participation rate | 45.4% | 65.8%-20.4pp | 84.0%-38.7pp | 69.0%-23.6pp |
| Annual return | -1.04% | 17.72%-18.8pp | 32.23%-33.3pp | 169.23%-170.3pp |
| Employer contribution / active EE | $871 | $2,105-58.6% | $5,501-84.2% | $1,963-55.6% |
| Participant deferral / active EE | $1,545 | $2,204-29.9% | $4,871-68.3% | $3,054-49.4% |
| Admin fee / account holder | $11 | $418-97.5% | $13,027-99.9% | $504-97.9% |