Filed March 1, 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.)
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 | $73,436 | $53,516+37.2% | $126,539-42.0% | $84,808-13.4% |
| Participation rate | 55.4% | 58.2%-2.9pp | 69.8%-14.5pp | 68.3%-13.0pp |
| Annual return | 16.67% | 58.34%-41.7pp | 425.95%-409.3pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,327 | $1,535-13.6% | $3,674-63.9% | $2,631-49.6% |
| Participant deferral / active EE | $4,442 | $2,671+66.3% | $4,083+8.8% | $4,212+5.5% |
| Admin fee / account holder | $2,141 | $4,497-52.4% | $6,065-64.7% | $7,344-70.8% |