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 | $198,657 | $112,881+76.0% | $90,951+118.4% | $158,922+25.0% |
| Participation rate | 69.2% | 74.7%-5.5pp | 69.0%+0.2pp | 82.0%-12.7pp |
| Annual return | 16.77% | 215.79%-199.0pp | 134.60%-117.8pp | 302.83%-286.1pp |
| Employer contribution / active EE | $5,042 | $2,893+74.3% | $2,122+137.6% | $4,761+5.9% |
| Participant deferral / active EE | $6,873 | $4,128+66.5% | $3,373+103.8% | $5,982+14.9% |
| Admin fee / account holder | $8,178 | $8,041+1.7% | $5,959+37.2% | $11,246-27.3% |