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 | $48,156 | $46,553+3.4% | $64,056-24.8% | $75,163-35.9% |
| Participation rate | 51.2% | 65.9%-14.8pp | 72.3%-21.1pp | 67.2%-16.0pp |
| Annual return | 23.92% | 26.03%-2.1pp | 33.69%-9.8pp | 160.62%-136.7pp |
| Employer contribution / active EE | $1,799 | $1,974-8.9% | $2,747-34.5% | $2,670-32.6% |
| Participant deferral / active EE | $4,993 | $2,837+76.0% | $3,880+28.7% | $4,125+21.0% |
| Admin fee / account holder | $2,034 | $2,952-31.1% | $3,068-33.7% | $5,651-64.0% |