Filed November 15, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $114,954 | $52,279+119.9% | $89,391+28.6% | $79,858+43.9% |
| Participation rate | 60.0% | 57.5%+2.5pp | 68.0%-8.0pp | 69.6%-9.6pp |
| Annual return | 52.67% | 22.16%+30.5pp | 245.62%-192.9pp | 31.71%+21.0pp |
| Employer contribution / active EE | $2,659 | $1,572+69.2% | $2,586+2.9% | $2,471+7.6% |
| Participant deferral / active EE | $0 | $2,740-100.0% | $3,890-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,836 | $3,356-15.5% | $4,881-41.9% | $5,306-46.6% |