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 | $84,997 | $43,723+94.4% | $121,196-29.9% | $64,186+32.4% |
| Participation rate | 47.1% | 58.3%-11.3pp | 71.7%-24.7pp | 69.6%-22.5pp |
| Annual return | -3.38% | 68.91%-72.3pp | 16.93%-20.3pp | 7.63%-11.0pp |
| Employer contribution / active EE | $520 | $1,296-59.9% | $4,022-87.1% | $2,381-78.2% |
| Participant deferral / active EE | $3,302 | $2,280+44.8% | $3,344-1.3% | $3,470-4.8% |
| Admin fee / account holder | $9,699 | $3,501+177.0% | $5,019+93.2% | $4,888+98.4% |