Filed January 23, 2017 (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 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 | $45,807 | $41,377+10.7% | $109,313-58.1% | $62,891-27.2% |
| Participation rate | 51.7% | 57.5%-5.9pp | 71.3%-19.6pp | 69.3%-17.6pp |
| Annual return | 9.34% | 11.05%-1.7pp | 22.07%-12.7pp | 20.14%-10.8pp |
| Employer contribution / active EE | $282 | $1,276-77.9% | $3,892-92.8% | $2,281-87.6% |
| Participant deferral / active EE | $2,585 | $2,045+26.4% | $3,166-18.4% | $3,203-19.3% |
| Admin fee / account holder | $501 | $2,884-82.6% | $5,666-91.2% | $4,296-88.3% |