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 | $131,064 | $48,750+168.8% | $88,946+47.4% | $74,304+76.4% |
| Participation rate | 26.9% | 44.5%-17.6pp | 68.8%-41.9pp | 60.3%-33.4pp |
| Annual return | -10.51% | 25.91%-36.4pp | 57.82%-68.3pp | 29.43%-39.9pp |
| Employer contribution / active EE | $3,649 | $1,255+190.8% | $2,555+42.8% | $2,241+62.8% |
| Participant deferral / active EE | $0 | $2,423-100.0% | $4,581-100.0% | $3,767-100.0% |
| Admin fee / account holder | $4,086 | $3,756+8.8% | $8,261-50.5% | $2,969+37.6% |