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.)
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 | $50,376 | $78,672-36.0% | $109,143-53.8% | $85,850-41.3% |
| Participation rate | 63.0% | 68.3%-5.3pp | 75.9%-12.9pp | 69.3%-6.3pp |
| Annual return | 11.39% | 25.09%-13.7pp | 25.75%-14.4pp | 318.53%-307.1pp |
| Employer contribution / active EE | $2,060 | $2,735-24.7% | $3,722-44.6% | $2,565-19.7% |
| Participant deferral / active EE | $4,296 | $3,467+23.9% | $4,653-7.7% | $3,952+8.7% |
| Admin fee / account holder | $2,568 | $5,469-53.0% | $6,752-62.0% | $6,260-59.0% |