Filed May 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.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,632 | $45,566-72.3% | $64,105-80.3% | $59,632-78.8% |
| Participation rate | 37.8% | 60.2%-22.3pp | 68.2%-30.3pp | 68.7%-30.8pp |
| Annual return | -4.51% | 4.95%-9.5pp | 791.24%-795.7pp | 2041.28%-2045.8pp |
| Employer contribution / active EE | $345 | $934-63.1% | $1,820-81.0% | $2,203-84.3% |
| Participant deferral / active EE | $1,124 | $2,057-45.4% | $2,822-60.2% | $3,192-64.8% |
| Admin fee / account holder | $5,203 | $3,268+59.2% | $4,499+15.6% | $4,297+21.1% |