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 | $124,463 | $58,828+111.6% | $77,999+59.6% | $62,891+97.9% |
| Participation rate | 52.8% | 71.1%-18.3pp | 75.5%-22.7pp | 69.3%-16.5pp |
| Annual return | 13.52% | 17.16%-3.6pp | 425.96%-412.4pp | 20.14%-6.6pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,753 | $2,686-34.7% | $3,497-49.9% | $3,203-45.3% |
| Admin fee / account holder | $2,614 | $4,393-40.5% | $5,480-52.3% | $4,296-39.1% |