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 | $55,104 | $48,230+14.3% | $67,502-18.4% | $80,856-31.9% |
| Participation rate | 60.0% | 66.4%-6.4pp | 72.9%-12.9pp | 67.6%-7.6pp |
| Annual return | 18.00% | 18.28%-0.3pp | 3512.12%-3494.1pp | 35.59%-17.6pp |
| Employer contribution / active EE | $2,104 | $2,020+4.2% | $2,731-23.0% | $2,755-23.6% |
| Participant deferral / active EE | $5,078 | $2,924+73.7% | $4,000+27.0% | $4,296+18.2% |
| Admin fee / account holder | $946 | $3,681-74.3% | $3,998-76.3% | $6,918-86.3% |