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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $513,652 | $45,863+1020.0% | $77,024+566.9% | $68,494+649.9% |
| Participation rate | 47.1% | 55.9%-8.9pp | 67.9%-20.8pp | 67.9%-20.8pp |
| Annual return | 16.39% | 1.72%+14.7pp | 42.32%-25.9pp | -7.84%+24.2pp |
| Employer contribution / active EE | $3,372 | $1,650+104.4% | $2,812+19.9% | $2,596+29.9% |
| Participant deferral / active EE | $0 | $2,962-100.0% | $4,426-100.0% | $4,027-100.0% |
| Admin fee / account holder | $6,873 | $3,041+126.0% | $5,425+26.7% | $5,403+27.2% |