Filed September 29, 2012
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 | $44,386 | $48,076-7.7% | $78,689-43.6% | $62,891-29.4% |
| Participation rate | 67.9% | 65.2%+2.7pp | 73.6%-5.7pp | 69.3%-1.4pp |
| Annual return | 7.20% | 31.35%-24.2pp | 62.18%-55.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $458 | $2,015-77.2% | $2,851-83.9% | $2,281-79.9% |
| Participant deferral / active EE | $2,283 | $2,588-11.8% | $3,517-35.1% | $3,203-28.7% |
| Admin fee / account holder | $1,663 | $3,207-48.2% | $4,510-63.1% | $4,296-61.3% |