Filed January 8, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,001 | $77,813-57.6% | $123,544-73.3% | $64,186-48.6% |
| Participation rate | 65.4% | 74.7%-9.3pp | 82.3%-16.9pp | 69.6%-4.1pp |
| Annual return | -3.92% | 12.48%-16.4pp | 119.20%-123.1pp | 7.63%-11.6pp |
| Employer contribution / active EE | $395 | $3,014-86.9% | $4,628-91.5% | $2,381-83.4% |
| Participant deferral / active EE | $3,734 | $5,240-28.7% | $6,426-41.9% | $3,470+7.6% |
| Admin fee / account holder | $6,541 | $5,519+18.5% | $9,284-29.5% | $4,888+33.8% |