Filed September 26, 2012
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 | $30,710 | $62,672-51.0% | $185,117-83.4% | $70,131-56.2% |
| Participation rate | 59.6% | 63.8%-4.1pp | 77.3%-17.6pp | 69.5%-9.9pp |
| Annual return | 19.76% | 40.79%-21.0pp | 40.50%-20.7pp | 73.14%-53.4pp |
| Employer contribution / active EE | $1,995 | $1,753+13.8% | $4,182-52.3% | $2,342-14.8% |
| Participant deferral / active EE | $3,607 | $3,272+10.3% | $5,045-28.5% | $3,332+8.3% |
| Admin fee / account holder | $1,585 | $3,932-59.7% | $8,159-80.6% | $4,645-65.9% |