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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $101,033 | $78,422+28.8% | $95,952+5.3% | $79,858+26.5% |
| Participation rate | 65.6% | 73.5%-7.9pp | 77.1%-11.4pp | 69.6%-4.0pp |
| Annual return | 15.38% | 19.37%-4.0pp | 91.61%-76.2pp | 31.71%-16.3pp |
| Employer contribution / active EE | $407 | $1,945-79.1% | $2,541-84.0% | $2,471-83.5% |
| Participant deferral / active EE | $4,067 | $3,440+18.2% | $4,167-2.4% | $3,740+8.8% |
| Admin fee / account holder | $14,753 | $5,622+162.4% | $6,795+117.1% | $5,306+178.0% |