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.)
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 | $166,408 | $57,016+191.9% | $84,966+95.9% | $80,856+105.8% |
| Participation rate | 37.3% | 56.3%-19.0pp | 67.5%-30.2pp | 67.6%-30.3pp |
| Annual return | -0.81% | 21.66%-22.5pp | 66.38%-67.2pp | 35.59%-36.4pp |
| Employer contribution / active EE | $5,156 | $1,798+186.8% | $2,727+89.0% | $2,755+87.1% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $4,519-100.0% | $4,296-100.0% |
| Admin fee / account holder | $4,740 | $4,980-4.8% | $6,149-22.9% | $6,918-31.5% |