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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $254,427 | $65,041+291.2% | $90,951+179.7% | $79,858+218.6% |
| Participation rate | 61.4% | 61.6%-0.2pp | 69.0%-7.6pp | 69.6%-8.2pp |
| Annual return | 18.42% | 30.45%-12.0pp | 134.60%-116.2pp | 31.71%-13.3pp |
| Employer contribution / active EE | $4,720 | $1,247+278.5% | $2,122+122.5% | $2,471+91.0% |
| Participant deferral / active EE | $5,373 | $2,512+113.9% | $3,373+59.3% | $3,740+43.7% |
| Admin fee / account holder | $48,389 | $4,536+966.8% | $5,959+712.1% | $5,306+811.9% |