Filed May 20, 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.
Employer 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 | $68,555 | $46,869+46.3% | $122,332-44.0% | $70,131-2.2% |
| Participation rate | 21.3% | 58.2%-36.9pp | 71.6%-50.3pp | 69.5%-48.2pp |
| Annual return | 20.11% | 24.22%-4.1pp | 30.27%-10.2pp | 73.14%-53.0pp |
| Employer contribution / active EE | $213 | $1,288-83.5% | $4,050-94.7% | $2,342-90.9% |
| Participant deferral / active EE | $1,211 | $2,166-44.1% | $3,287-63.2% | $3,332-63.6% |
| Admin fee / account holder | $2,903 | $3,322-12.6% | $5,478-47.0% | $4,645-37.5% |