Filed June 5, 2017
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 | $115,264 | $58,523+97.0% | $99,443+15.9% | $72,985+57.9% |
| Participation rate | 60.0% | 64.6%-4.6pp | 73.8%-13.8pp | 69.5%-9.5pp |
| Annual return | 24.13% | 28.51%-4.4pp | 30.72%-6.6pp | 81.00%-56.9pp |
| Employer contribution / active EE | $1,410 | $1,512-6.7% | $2,540-44.5% | $2,440-42.2% |
| Participant deferral / active EE | $3,132 | $2,606+20.2% | $3,619-13.5% | $3,607-13.2% |
| Admin fee / account holder | $1,500 | $4,102-63.4% | $6,250-76.0% | $5,124-70.7% |