Filed June 10, 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.
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 | $82,237 | $63,346+29.8% | $92,233-10.8% | $70,131+17.3% |
| Participation rate | 42.3% | 68.7%-26.4pp | 76.5%-34.2pp | 69.5%-27.2pp |
| Annual return | 14.95% | 530.12%-515.2pp | 176.28%-161.3pp | 73.14%-58.2pp |
| Employer contribution / active EE | $1,207 | $2,471-51.2% | $3,679-67.2% | $2,342-48.5% |
| Participant deferral / active EE | $3,751 | $2,854+31.4% | $3,897-3.8% | $3,332+12.6% |
| Admin fee / account holder | $1,797 | $3,840-53.2% | $5,194-65.4% | $4,645-61.3% |