Filed May 15, 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 | $77,733 | $67,606+15.0% | $82,313-5.6% | $70,131+10.8% |
| Participation rate | 58.6% | 72.8%-14.2pp | 76.9%-18.3pp | 69.5%-10.9pp |
| Annual return | 16.92% | 21.57%-4.6pp | 25.88%-9.0pp | 73.14%-56.2pp |
| Employer contribution / active EE | $423 | $1,755-75.9% | $2,428-82.6% | $2,342-81.9% |
| Participant deferral / active EE | $4,229 | $2,987+41.6% | $3,706+14.1% | $3,332+26.9% |
| Admin fee / account holder | $2,098 | $4,512-53.5% | $5,608-62.6% | $4,645-54.8% |