Filed August 9, 2012
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.)
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 | $72,799 | $90,503-19.6% | $78,689-7.5% | $273,961-73.4% |
| Participation rate | 61.5% | 76.5%-15.0pp | 73.6%-12.0pp | 83.0%-21.5pp |
| Annual return | 4.41% | 75.60%-71.2pp | 62.18%-57.8pp | 41.45%-37.0pp |
| Employer contribution / active EE | $4,936 | $3,176+55.4% | $2,851+73.1% | $4,869+1.4% |
| Participant deferral / active EE | $1,595 | $3,901-59.1% | $3,517-54.6% | $5,287-69.8% |
| Admin fee / account holder | $484 | $5,263-90.8% | $4,510-89.3% | $10,132-95.2% |