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 | $50,282 | $73,933-32.0% | $96,683-48.0% | $75,163-33.1% |
| Participation rate | 54.0% | 66.4%-12.4pp | 74.3%-20.3pp | 67.2%-13.2pp |
| Annual return | 16.09% | 26.70%-10.6pp | 35.69%-19.6pp | 160.62%-144.5pp |
| Employer contribution / active EE | $2,170 | $2,928-25.9% | $3,737-41.9% | $2,670-18.7% |
| Participant deferral / active EE | $4,298 | $3,659+17.5% | $4,878-11.9% | $4,125+4.2% |
| Admin fee / account holder | $6,793 | $5,216+30.2% | $6,730+0.9% | $5,651+20.2% |