Filed July 18, 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 | $231,152 | $58,512+295.1% | $84,015+175.1% | $72,985+216.7% |
| Participation rate | 56.0% | 61.2%-5.2pp | 69.0%-13.0pp | 69.5%-13.5pp |
| Annual return | 25.18% | 28.93%-3.7pp | 71.31%-46.1pp | 81.00%-55.8pp |
| Employer contribution / active EE | $3,115 | $1,163+167.9% | $1,983+57.1% | $2,440+27.7% |
| Participant deferral / active EE | $2,509 | $2,394+4.8% | $3,239-22.5% | $3,607-30.4% |
| Admin fee / account holder | $5,491 | $4,569+20.2% | $6,101-10.0% | $5,124+7.2% |