Filed September 20, 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 | $35,483 | $87,841-59.6% | $133,980-73.5% | $62,891-43.6% |
| Participation rate | 63.3% | 83.4%-20.1pp | 87.1%-23.8pp | 69.3%-6.0pp |
| Annual return | 11.41% | 12.05%-0.6pp | 29.30%-17.9pp | 20.14%-8.7pp |
| Employer contribution / active EE | $5,117 | $3,483+46.9% | $5,211-1.8% | $2,281+124.4% |
| Participant deferral / active EE | $5,924 | $4,812+23.1% | $6,282-5.7% | $3,203+84.9% |
| Admin fee / account holder | $1,011 | $5,371-81.2% | $9,324-89.2% | $4,296-76.5% |