Filed October 27, 2014
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.)
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 | $134,483 | $99,341+35.4% | $84,750+58.7% | $273,961-50.9% |
| Participation rate | 57.1% | 80.7%-23.5pp | 76.6%-19.4pp | 83.0%-25.9pp |
| Annual return | 0.11% | 22.93%-22.8pp | 22.78%-22.7pp | 41.45%-41.3pp |
| Employer contribution / active EE | $1,514 | $4,214-64.1% | $3,574-57.6% | $4,869-68.9% |
| Participant deferral / active EE | $4,885 | $4,269+14.4% | $3,712+31.6% | $5,287-7.6% |
| Admin fee / account holder | $804 | $6,644-87.9% | $5,332-84.9% | $10,132-92.1% |