Filed February 1, 2013 (most recent of 2 filings on file)
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 | $67,876 | $169,879-60.0% | $106,387-36.2% | - |
| Participation rate | 42.4% | 66.9%-24.5pp | 77.5%-35.0pp | - |
| Annual return | -5.43% | -4.47%-1.0pp | 0.25%-5.7pp | - |
| Employer contribution / active EE | $3,390 | $1,849+83.3% | $3,520-3.7% | - |
| Participant deferral / active EE | $3,996 | $3,082+29.6% | $5,421-26.3% | - |
| Admin fee / account holder | $31,747 | $30,762+3.2% | $7,510+322.7% | - |