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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,539 | $48,046-28.1% | $84,611-59.2% | $72,985-52.7% |
| Participation rate | 62.2% | 57.6%+4.6pp | 68.2%-6.0pp | 69.5%-7.3pp |
| Annual return | 14.61% | 37.38%-22.8pp | 258.74%-244.1pp | 81.00%-66.4pp |
| Employer contribution / active EE | $1,011 | $1,602-36.9% | $2,652-61.9% | $2,440-58.5% |
| Participant deferral / active EE | $1,889 | $2,680-29.5% | $3,899-51.5% | $3,607-47.6% |
| Admin fee / account holder | $876 | $3,395-74.2% | $4,912-82.2% | $5,124-82.9% |