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.
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 | $23,022 | $55,453-58.5% | $170,442-86.5% | $62,292-63.0% |
| Participation rate | 49.7% | 66.4%-16.6pp | 83.6%-33.9pp | 69.5%-19.8pp |
| Annual return | 14.74% | 21.38%-6.6pp | 205.93%-191.2pp | 28.90%-14.2pp |
| Employer contribution / active EE | $990 | $2,164-54.2% | $5,433-81.8% | $2,042-51.5% |
| Participant deferral / active EE | $1,770 | $2,303-23.1% | $4,939-64.2% | $3,169-44.2% |
| Admin fee / account holder | $20 | $455-95.5% | $13,880-99.9% | $479-95.8% |