Filed June 9, 2010
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 | $28,806 | $76,407-62.3% | $150,298-80.8% | $82,448-65.1% |
| Participation rate | 57.6% | 66.4%-8.8pp | 77.8%-20.2pp | 68.1%-10.5pp |
| Annual return | 8.75% | 39.99%-31.2pp | 62.79%-54.0pp | 41.64%-32.9pp |
| Employer contribution / active EE | $614 | $2,614-76.5% | $4,154-85.2% | $2,551-75.9% |
| Participant deferral / active EE | $1,977 | $3,214-38.5% | $5,453-63.7% | $4,139-52.2% |
| Admin fee / account holder | $495 | $6,352-92.2% | $14,116-96.5% | $7,234-93.2% |