Filed May 15, 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.
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 | $43,419 | $45,035-3.6% | $62,995-31.1% | $70,131-38.1% |
| Participation rate | 20.0% | 69.5%-49.5pp | 74.8%-54.8pp | 69.5%-49.5pp |
| Annual return | 13.14% | 18.76%-5.6pp | 87.57%-74.4pp | 73.14%-60.0pp |
| Employer contribution / active EE | $1,444 | $2,051-29.6% | $2,759-47.7% | $2,342-38.4% |
| Participant deferral / active EE | $343 | $2,465-86.1% | $3,329-89.7% | $3,332-89.7% |
| Admin fee / account holder | $339 | $2,834-88.0% | $3,600-90.6% | $4,645-92.7% |