Filed December 12, 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 | $58,775 | $54,541+7.8% | $78,778-25.4% | $70,131-16.2% |
| Participation rate | 31.1% | 60.8%-29.7pp | 69.2%-38.1pp | 69.5%-38.5pp |
| Annual return | 15.65% | 21.07%-5.4pp | 35.62%-20.0pp | 73.14%-57.5pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,583 | $2,210-28.4% | $2,958-46.5% | $3,332-52.5% |
| Admin fee / account holder | $3,943 | $3,709+6.3% | $5,134-23.2% | $4,645-15.1% |