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.
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 | $48,041 | $57,065-15.8% | $75,670-36.5% | $70,131-31.5% |
| Participation rate | 55.7% | 68.1%-12.4pp | 72.3%-16.6pp | 69.5%-13.8pp |
| Annual return | 20.58% | 23.57%-3.0pp | 27.34%-6.8pp | 73.14%-52.6pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,077 | $2,580-19.5% | $3,142-33.9% | $3,332-37.7% |
| Admin fee / account holder | $4 | $3,825-99.9% | $5,800-99.9% | $4,645-99.9% |