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.
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 | $62,144 | $48,230+28.8% | $67,502-7.9% | $80,856-23.1% |
| Participation rate | 51.2% | 66.4%-15.2pp | 72.9%-21.7pp | 67.6%-16.5pp |
| Annual return | 14.88% | 18.28%-3.4pp | 3512.12%-3497.2pp | 35.59%-20.7pp |
| Employer contribution / active EE | $1,512 | $2,020-25.2% | $2,731-44.6% | $2,755-45.1% |
| Participant deferral / active EE | $826 | $2,924-71.7% | $4,000-79.3% | $4,296-80.8% |
| Admin fee / account holder | $700 | $3,681-81.0% | $3,998-82.5% | $6,918-89.9% |