Filed January 29, 2015
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.
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 | $24,313 | $33,120-26.6% | $40,757-40.3% | $59,632-59.2% |
| Participation rate | 34.8% | 70.7%-35.9pp | 79.3%-44.5pp | 68.7%-33.9pp |
| Annual return | -3.16% | 1.43%-4.6pp | -0.50%-2.7pp | 2041.28%-2044.4pp |
| Employer contribution / active EE | $1,335 | $2,119-37.0% | $3,004-55.6% | $2,203-39.4% |
| Participant deferral / active EE | $1,696 | $2,513-32.5% | $3,485-51.3% | $3,192-46.9% |
| Admin fee / account holder | $274 | $2,449-88.8% | $4,272-93.6% | $4,297-93.6% |