Filed February 6, 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.
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 | $48,591 | $76,552-36.5% | $123,892-60.8% | $62,891-22.7% |
| Participation rate | 61.7% | 73.0%-11.3pp | 81.4%-19.7pp | 69.3%-7.6pp |
| Annual return | 10.62% | 18.68%-8.1pp | 47.52%-36.9pp | 20.14%-9.5pp |
| Employer contribution / active EE | $1 | $2,883-100.0% | $4,617-100.0% | $2,281-99.9% |
| Participant deferral / active EE | $6,940 | $4,840+43.4% | $5,984+16.0% | $3,203+116.7% |
| Admin fee / account holder | $193 | $4,826-96.0% | $8,357-97.7% | $4,296-95.5% |