Filed June 7, 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,719 | $46,869-49.4% | $122,332-80.6% | $70,131-66.2% |
| Participation rate | 27.6% | 58.2%-30.6pp | 71.6%-44.0pp | 69.5%-42.0pp |
| Annual return | 17.16% | 24.22%-7.1pp | 30.27%-13.1pp | 73.14%-56.0pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $824 | $2,166-62.0% | $3,287-74.9% | $3,332-75.3% |
| Admin fee / account holder | $1,412 | $3,322-57.5% | $5,478-74.2% | $4,645-69.6% |