Filed April 1, 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.
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.)
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 | $25,988 | $76,407-66.0% | $150,298-82.7% | $82,448-68.5% |
| Participation rate | 22.0% | 66.4%-44.4pp | 77.8%-55.8pp | 68.1%-46.1pp |
| Annual return | 16.50% | 39.99%-23.5pp | 62.79%-46.3pp | 41.64%-25.1pp |
| Employer contribution / active EE | $339 | $2,614-87.0% | $4,154-91.8% | $2,551-86.7% |
| Participant deferral / active EE | $367 | $3,214-88.6% | $5,453-93.3% | $4,139-91.1% |
| Admin fee / account holder | $477 | $6,352-92.5% | $14,116-96.6% | $7,234-93.4% |