Filed January 27, 2014
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 | $33,956 | $48,265-29.6% | $68,791-50.6% | $68,494-50.4% |
| Participation rate | 46.6% | 60.7%-14.1pp | 69.0%-22.4pp | 67.9%-21.3pp |
| Annual return | -13.50% | -12.71%-0.8pp | -6.38%-7.1pp | -7.84%-5.7pp |
| Employer contribution / active EE | $1,706 | $1,829-6.7% | $2,655-35.7% | $2,596-34.3% |
| Participant deferral / active EE | $2,836 | $2,867-1.1% | $3,941-28.0% | $4,027-29.6% |
| Admin fee / account holder | $2,267 | $4,355-47.9% | $4,932-54.0% | $5,403-58.0% |