Filed July 22, 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.)
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 | $45,529 | $53,822-15.4% | $75,696-39.9% | $85,850-47.0% |
| Participation rate | 65.5% | 69.1%-3.5pp | 74.8%-9.3pp | 69.3%-3.8pp |
| Annual return | 15.50% | 24.54%-9.0pp | 104.53%-89.0pp | 318.53%-303.0pp |
| Employer contribution / active EE | $1,462 | $2,017-27.5% | $2,743-46.7% | $2,565-43.0% |
| Participant deferral / active EE | $5,167 | $2,895+78.5% | $3,821+35.2% | $3,952+30.8% |
| Admin fee / account holder | $3,010 | $3,343-9.9% | $3,619-16.8% | $6,260-51.9% |