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.)
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 | $66,221 | $71,370-7.2% | $78,805-16.0% | $71,370-7.2% |
| Participation rate | 67.0% | 55.1%+11.8pp | 73.6%-6.6pp | 55.1%+11.8pp |
| Annual return | 11.83% | 15.87%-4.0pp | -2.71%+14.5pp | 15.87%-4.0pp |
| Employer contribution / active EE | $1,958 | $1,874+4.4% | $4,059-51.8% | $1,874+4.4% |
| Participant deferral / active EE | $2,318 | $2,656-12.7% | $3,584-35.3% | $2,656-12.7% |
| Admin fee / account holder | $7,147 | $6,050+18.1% | $5,677+25.9% | $6,050+18.1% |