Filed May 19, 2015 (most recent of 2 filings on file)
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,190 | $68,408-36.9% | $57,179-24.5% | $57,658-25.1% |
| Participation rate | 41.1% | 79.1%-38.0pp | 75.3%-34.2pp | 70.2%-29.1pp |
| Annual return | 5.63% | 8.51%-2.9pp | 14.59%-9.0pp | 5.13%+0.5pp |
| Employer contribution / active EE | $89 | $2,869-96.9% | $2,682-96.7% | $1,974-95.5% |
| Participant deferral / active EE | $1,681 | $2,903-42.1% | $3,096-45.7% | $3,061-45.1% |
| Admin fee / account holder | $0 | $70-100.0% | $3,139-100.0% | $95-100.0% |