Filed January 30, 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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 45-3264817 | Consulting | $24,643 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,411 | $63,299-26.7% | $91,001-49.0% | $62,292-25.5% |
| Participation rate | 46.9% | 73.3%-26.4pp | 75.6%-28.7pp | 69.5%-22.6pp |
| Annual return | 11.23% | 20.99%-9.8pp | 4.60%+6.6pp | 28.90%-17.7pp |
| Employer contribution / active EE | $625 | $1,807-65.4% | $2,456-74.5% | $2,042-69.4% |
| Participant deferral / active EE | $1,870 | $2,943-36.4% | $3,547-47.3% | $3,169-41.0% |
| Admin fee / account holder | $387 | $468-17.3% | $5,417-92.9% | $479-19.3% |