Filed November 15, 2011 (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 | $60,776 | $57,065+6.5% | $75,670-19.7% | $70,131-13.3% |
| Participation rate | 63.0% | 68.1%-5.1pp | 72.3%-9.4pp | 69.5%-6.6pp |
| Annual return | 35.99% | 23.57%+12.4pp | 27.34%+8.6pp | 73.14%-37.2pp |
| Employer contribution / active EE | $2,260 | $1,817+24.4% | $2,352-3.9% | $2,342-3.5% |
| Participant deferral / active EE | $4,566 | $2,580+77.0% | $3,142+45.3% | $3,332+37.0% |
| Admin fee / account holder | $597 | $3,825-84.4% | $5,800-89.7% | $4,645-87.1% |