Filed November 29, 2010 (most recent of 2 filings on file)
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 | $47,209 | $72,277-34.7% | $101,248-53.4% | $79,858-40.9% |
| Participation rate | 53.7% | 68.5%-14.7pp | 75.8%-22.1pp | 69.6%-15.9pp |
| Annual return | 9.55% | 22.30%-12.8pp | 46.47%-36.9pp | 31.71%-22.2pp |
| Employer contribution / active EE | $1,827 | $2,692-32.1% | $3,660-50.1% | $2,471-26.1% |
| Participant deferral / active EE | $4,159 | $3,282+26.7% | $4,370-4.8% | $3,740+11.2% |
| Admin fee / account holder | $13,562 | $4,400+208.2% | $5,945+128.1% | $5,306+155.6% |