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.
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 | $26,230 | $39,534-33.7% | $46,225-43.3% | $62,891-58.3% |
| Participation rate | 38.2% | 74.6%-36.4pp | 79.5%-41.3pp | 69.3%-31.1pp |
| Annual return | 6.51% | 8.93%-2.4pp | 7.57%-1.1pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,545 | $2,646-41.6% | $3,424-54.9% | $2,281-32.3% |
| Participant deferral / active EE | $1,752 | $2,681-34.6% | $3,776-53.6% | $3,203-45.3% |
| Admin fee / account holder | $3,135 | $2,464+27.2% | $3,519-10.9% | $4,296-27.0% |