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 | $174,127 | $59,805+191.2% | $79,550+118.9% | $68,494+154.2% |
| Participation rate | 30.9% | 61.1%-30.1pp | 69.5%-38.6pp | 67.9%-37.0pp |
| Annual return | -18.83% | -12.30%-6.5pp | 0.16%-19.0pp | -7.84%-11.0pp |
| Employer contribution / active EE | $2,615 | $1,505+73.7% | $2,413+8.4% | $2,596+0.7% |
| Participant deferral / active EE | $2,968 | $3,024-1.9% | $3,985-25.5% | $4,027-26.3% |
| Admin fee / account holder | $18,851 | $4,835+289.9% | $6,832+175.9% | $5,403+248.9% |