Filed December 6, 2012 (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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $52,985 | $86,944-39.1% | $107,525-50.7% | $74,304-28.7% |
| Participation rate | 20.0% | 59.6%-39.6pp | 75.1%-55.1pp | 60.3%-40.3pp |
| Annual return | 13.95% | 23.52%-9.6pp | 181.32%-167.4pp | 29.43%-15.5pp |
| Employer contribution / active EE | $822 | $2,757-70.2% | $3,754-78.1% | $2,241-63.3% |
| Participant deferral / active EE | $333 | $3,554-90.6% | $5,116-93.5% | $3,767-91.2% |
| Admin fee / account holder | $8,641 | $3,727+131.9% | $8,919-3.1% | $2,969+191.1% |