Filed June 21, 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,361 | $45,312-33.0% | $86,233-64.8% | $67,986-55.3% |
| Participation rate | 33.8% | 42.4%-8.6pp | 69.0%-35.2pp | 57.2%-23.4pp |
| Annual return | 22.44% | 24.79%-2.3pp | 61.39%-38.9pp | 31.67%-9.2pp |
| Employer contribution / active EE | $139 | $1,160-88.0% | $2,504-94.5% | $2,019-93.1% |
| Participant deferral / active EE | $1,402 | $2,185-35.8% | $4,559-69.2% | $3,358-58.2% |
| Admin fee / account holder | $3,181 | $3,295-3.5% | $8,342-61.9% | $3,203-0.7% |