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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,411 | $67,984-3.8% | $65,493-0.1% | $74,304-12.0% |
| Participation rate | 63.5% | 66.3%-2.9pp | 73.1%-9.6pp | 60.3%+3.1pp |
| Annual return | 11.73% | 19.87%-8.1pp | 982.45%-970.7pp | 29.43%-17.7pp |
| Employer contribution / active EE | $2,059 | $2,491-17.3% | $2,574-20.0% | $2,241-8.1% |
| Participant deferral / active EE | $2,762 | $3,346-17.4% | $3,961-30.3% | $3,767-26.7% |
| Admin fee / account holder | $4,092 | $1,373+198.1% | $5,028-18.6% | $2,969+37.8% |