Filed December 1, 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.)
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 | $164,870 | $106,890+54.2% | $84,015+96.2% | $152,861+7.9% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.3pp | 82.4%-15.8pp |
| Annual return | 20.21% | 104.99%-84.8pp | 71.31%-51.1pp | 345.32%-325.1pp |
| Employer contribution / active EE | $5,085 | $2,734+86.0% | $1,983+156.4% | $4,762+6.8% |
| Participant deferral / active EE | $5,819 | $4,011+45.1% | $3,239+79.7% | $5,850-0.5% |
| Admin fee / account holder | $1,888 | $8,285-77.2% | $6,101-69.0% | $11,596-83.7% |