Filed December 2, 2011
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 | $29,516 | $169,032-82.5% | $129,207-77.2% | $145,922-79.8% |
| Participation rate | 25.0% | 76.4%-51.4pp | 69.6%-44.6pp | 80.3%-55.3pp |
| Annual return | 13.91% | 14330.11%-14316.2pp | 9417.33%-9403.4pp | 561.29%-547.4pp |
| Employer contribution / active EE | $0 | $5,537-100.0% | $4,153-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,848 | $4,987-62.9% | $4,168-55.7% | $6,688-72.4% |
| Admin fee / account holder | $738 | $9,954-92.6% | $7,715-90.4% | $13,397-94.5% |