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 | $48,540 | $43,327+12.0% | $59,878-18.9% | $64,186-24.4% |
| Participation rate | 18.1% | 69.2%-51.1pp | 74.7%-56.6pp | 69.6%-51.5pp |
| Annual return | 10.28% | -1.55%+11.8pp | 3.46%+6.8pp | 7.63%+2.6pp |
| Employer contribution / active EE | $543 | $2,028-73.3% | $2,722-80.1% | $2,381-77.2% |
| Participant deferral / active EE | $251 | $2,546-90.1% | $3,402-92.6% | $3,470-92.8% |
| Admin fee / account holder | $402 | $3,005-86.6% | $3,590-88.8% | $4,888-91.8% |