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 | $92,314 | $48,570+90.1% | $130,648-29.3% | $72,985+26.5% |
| Participation rate | 30.9% | 58.6%-27.7pp | 71.7%-40.9pp | 69.5%-38.6pp |
| Annual return | 21.88% | 38.63%-16.7pp | 1708.96%-1687.1pp | 81.00%-59.1pp |
| Employer contribution / active EE | $312 | $1,334-76.6% | $4,092-92.4% | $2,440-87.2% |
| Participant deferral / active EE | $2,291 | $2,384-3.9% | $3,603-36.4% | $3,607-36.5% |
| Admin fee / account holder | $21,450 | $3,549+504.4% | $5,464+292.5% | $5,124+318.6% |