Filed February 1, 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,272 | $46,732-37.4% | $156,549-81.3% | $55,167-46.9% |
| Participation rate | 58.5% | 65.8%-7.3pp | 84.0%-25.5pp | 69.0%-10.5pp |
| Annual return | 8.62% | 17.72%-9.1pp | 32.23%-23.6pp | 169.23%-160.6pp |
| Employer contribution / active EE | $842 | $2,105-60.0% | $5,501-84.7% | $1,963-57.1% |
| Participant deferral / active EE | $2,711 | $2,204+23.0% | $4,871-44.3% | $3,054-11.2% |
| Admin fee / account holder | $15 | $418-96.4% | $13,027-99.9% | $504-97.0% |