Filed July 5, 2012
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $77,801 | $135,952-42.8% | $123,892-37.2% | $273,961-71.6% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 11.87% | 56.63%-44.8pp | 47.52%-35.6pp | 41.45%-29.6pp |
| Employer contribution / active EE | $1,617 | $5,170-68.7% | $4,617-65.0% | $4,869-66.8% |
| Participant deferral / active EE | $1,916 | $6,343-69.8% | $5,984-68.0% | $5,287-63.8% |
| Admin fee / account holder | $11,928 | $9,817+21.5% | $8,357+42.7% | $10,132+17.7% |