Filed November 27, 2012 (most recent of 4 filings on file)
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 4-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 | $38,047 | $53,018-28.2% | $70,014-45.7% | $62,891-39.5% |
| Participation rate | 53.8% | 67.2%-13.4pp | 71.8%-18.0pp | 69.3%-15.5pp |
| Annual return | 6.33% | 13.35%-7.0pp | 12.99%-6.7pp | 20.14%-13.8pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,493 | $2,395-37.6% | $2,931-49.0% | $3,203-53.4% |
| Admin fee / account holder | $4,126 | $3,690+11.8% | $4,380-5.8% | $4,296-3.9% |