Filed May 1, 2014 (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 | $83,573 | $46,869+78.3% | $122,332-31.7% | $70,131+19.2% |
| Participation rate | 41.2% | 58.2%-17.0pp | 71.6%-30.5pp | 69.5%-28.4pp |
| Annual return | 15.51% | 24.22%-8.7pp | 30.27%-14.8pp | 73.14%-57.6pp |
| Employer contribution / active EE | $459 | $1,288-64.4% | $4,050-88.7% | $2,342-80.4% |
| Participant deferral / active EE | $2,905 | $2,166+34.1% | $3,287-11.6% | $3,332-12.8% |
| Admin fee / account holder | $5,499 | $3,322+65.5% | $5,478+0.4% | $4,645+18.4% |