Filed February 21, 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 | $40,818 | $47,944-14.9% | $67,834-39.8% | $62,891-35.1% |
| Participation rate | 55.9% | 61.1%-5.2pp | 68.8%-12.9pp | 69.3%-13.4pp |
| Annual return | 5.86% | 11.77%-5.9pp | 138.47%-132.6pp | 20.14%-14.3pp |
| Employer contribution / active EE | $1,153 | $1,562-26.2% | $2,403-52.0% | $2,281-49.5% |
| Participant deferral / active EE | $1,816 | $2,247-19.2% | $3,160-42.5% | $3,203-43.3% |
| Admin fee / account holder | $583 | $3,712-84.3% | $4,622-87.4% | $4,296-86.4% |