Filed December 22, 2009
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 | $60,972 | $69,763-12.6% | $67,502-9.7% | $74,495-18.2% |
| Participation rate | 65.7% | 71.4%-5.6pp | 72.9%-7.1pp | 67.2%-1.5pp |
| Annual return | 15.76% | -40.34%+56.1pp | 3512.12%-3496.4pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $1,730 | $2,704-36.0% | $2,731-36.7% | $2,623-34.1% |
| Participant deferral / active EE | $1,979 | $3,636-45.6% | $4,000-50.5% | $4,346-54.5% |
| Admin fee / account holder | $2,377 | $896+165.3% | $3,998-40.5% | $1,942+22.4% |