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 | $105,184 | $53,777+95.6% | $134,143-21.6% | $79,858+31.7% |
| Participation rate | 32.6% | 58.8%-26.2pp | 72.2%-39.6pp | 69.6%-37.0pp |
| Annual return | 11.08% | 19.01%-7.9pp | 36.33%-25.3pp | 31.71%-20.6pp |
| Employer contribution / active EE | $312 | $1,321-76.4% | $3,704-91.6% | $2,471-87.4% |
| Participant deferral / active EE | $2,042 | $2,420-15.6% | $3,499-41.6% | $3,740-45.4% |
| Admin fee / account holder | $594 | $3,984-85.1% | $6,684-91.1% | $5,306-88.8% |