Filed April 4, 2011
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $50,458 | $99,985-49.5% | $146,665-65.6% | $85,850-41.2% |
| Participation rate | 54.1% | 73.1%-19.0pp | 80.1%-26.0pp | 69.3%-15.3pp |
| Annual return | 20.42% | 18.93%+1.5pp | 22.74%-2.3pp | 318.53%-298.1pp |
| Employer contribution / active EE | $968 | $2,559-62.2% | $4,136-76.6% | $2,565-62.3% |
| Participant deferral / active EE | $1,393 | $4,006-65.2% | $5,506-74.7% | $3,952-64.7% |
| Admin fee / account holder | $2,658 | $7,702-65.5% | $10,280-74.1% | $6,260-57.5% |