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 | $52,353+40.3% | $120,225-38.9% | $82,448-10.9% |
| Participation rate | 55.4% | 58.3%-3.0pp | 69.6%-14.2pp | 68.1%-12.7pp |
| Annual return | 16.67% | 61.85%-45.2pp | 439.23%-422.6pp | 41.64%-25.0pp |
| Employer contribution / active EE | $1,327 | $1,510-12.1% | $3,475-61.8% | $2,551-48.0% |
| Participant deferral / active EE | $4,442 | $2,627+69.1% | $3,999+11.1% | $4,139+7.3% |
| Admin fee / account holder | $2,141 | $4,363-50.9% | $5,696-62.4% | $7,234-70.4% |