Filed October 22, 2013 (most recent of 2 filings on file)
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 | $31,054 | $42,383-26.7% | $76,523-59.4% | $64,186-51.6% |
| Participation rate | 50.0% | 58.1%-8.1pp | 68.0%-18.0pp | 69.6%-19.6pp |
| Annual return | -4.61% | -16.54%+11.9pp | -0.27%-4.3pp | 7.63%-12.2pp |
| Employer contribution / active EE | $1,100 | $1,563-29.6% | $2,647-58.4% | $2,381-53.8% |
| Participant deferral / active EE | $2,218 | $2,566-13.6% | $3,835-42.2% | $3,470-36.1% |
| Admin fee / account holder | $2,730 | $3,198-14.6% | $4,848-43.7% | $4,888-44.1% |