Filed August 10, 2010 (most recent of 2 filings on file)
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 | $53,257 | $77,899-31.6% | $149,673-64.4% | $75,163-29.1% |
| Participation rate | 64.5% | 65.6%-1.1pp | 78.8%-14.2pp | 67.2%-2.7pp |
| Annual return | 16.95% | 31.72%-14.8pp | 134.42%-117.5pp | 160.62%-143.7pp |
| Employer contribution / active EE | $1,587 | $3,137-49.4% | $4,818-67.1% | $2,670-40.6% |
| Participant deferral / active EE | $4,001 | $3,411+17.3% | $5,680-29.6% | $4,125-3.0% |
| Admin fee / account holder | $1,774 | $5,956-70.2% | $13,210-86.6% | $5,651-68.6% |