Filed September 24, 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 | $50,520 | $47,448+6.5% | $94,993-46.8% | $62,292-18.9% |
| Participation rate | 57.6% | 66.5%-8.9pp | 73.9%-16.3pp | 69.5%-11.9pp |
| Annual return | 19.24% | 22.64%-3.4pp | 27.12%-7.9pp | 28.90%-9.7pp |
| Employer contribution / active EE | $973 | $1,300-25.2% | $2,603-62.6% | $2,042-52.4% |
| Participant deferral / active EE | $2,593 | $2,375+9.2% | $3,317-21.8% | $3,169-18.2% |
| Admin fee / account holder | $1,208 | $434+178.1% | $4,960-75.7% | $479+152.0% |