Filed January 3, 2014
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 | $42,120 | $80,717-47.8% | $154,803-72.8% | $84,808-50.3% |
| Participation rate | 35.1% | 66.8%-31.7pp | 78.1%-42.9pp | 68.3%-33.2pp |
| Annual return | 18.29% | 37.96%-19.7pp | 58.88%-40.6pp | 40.90%-22.6pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,416 | $3,303-26.9% | $5,540-56.4% | $4,212-42.6% |
| Admin fee / account holder | $1,478 | $6,746-78.1% | $14,329-89.7% | $7,344-79.9% |