Filed October 4, 2013
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,353 | $39,122-60.8% | $57,179-73.1% | $62,891-75.6% |
| Participation rate | 65.2% | 70.5%-5.3pp | 75.3%-10.1pp | 69.3%-4.1pp |
| Annual return | -0.93% | 9.23%-10.2pp | 14.59%-15.5pp | 20.14%-21.1pp |
| Employer contribution / active EE | $2,536 | $1,874+35.3% | $2,682-5.4% | $2,281+11.2% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $723 | $2,592-72.1% | $3,139-77.0% | $4,296-83.2% |