Filed January 4, 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 | $38,949 | $60,892-36.0% | $82,389-52.7% | $84,808-54.1% |
| Participation rate | 65.3% | 63.3%+2.1pp | 69.5%-4.2pp | 68.3%-3.0pp |
| Annual return | 16.72% | 37.29%-20.6pp | 28.67%-11.9pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,783 | $1,779+0.2% | $2,517-29.2% | $2,631-32.2% |
| Participant deferral / active EE | $2,690 | $3,179-15.4% | $4,155-35.3% | $4,212-36.1% |
| Admin fee / account holder | $1,969 | $5,467-64.0% | $7,231-72.8% | $7,344-73.2% |