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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,549 | $46,553+21.5% | $64,056-11.7% | $75,163-24.8% |
| Participation rate | 40.8% | 65.9%-25.1pp | 72.3%-31.5pp | 67.2%-26.4pp |
| Annual return | 8.61% | 26.03%-17.4pp | 33.69%-25.1pp | 160.62%-152.0pp |
| Employer contribution / active EE | $1,347 | $1,974-31.8% | $2,747-51.0% | $2,670-49.5% |
| Participant deferral / active EE | $544 | $2,837-80.8% | $3,880-86.0% | $4,125-86.8% |
| Admin fee / account holder | $4,471 | $2,952+51.5% | $3,068+45.7% | $5,651-20.9% |