Filed November 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.
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 | $62,537 | $39,122+59.9% | $57,179+9.4% | $62,891-0.6% |
| Participation rate | 60.5% | 70.5%-10.0pp | 75.3%-14.8pp | 69.3%-8.8pp |
| Annual return | 8.31% | 9.23%-0.9pp | 14.59%-6.3pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,879 | $1,874+0.3% | $2,682-29.9% | $2,281-17.6% |
| Participant deferral / active EE | $4,064 | $2,374+71.2% | $3,096+31.2% | $3,203+26.9% |
| Admin fee / account holder | $9,933 | $2,592+283.2% | $3,139+216.4% | $4,296+131.2% |