Filed February 21, 2017 (most recent of 2 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.
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 | $42,710 | $105,181-59.4% | $159,436-73.2% | $85,850-50.3% |
| Participation rate | 68.6% | 75.8%-7.2pp | 82.8%-14.3pp | 69.3%-0.7pp |
| Annual return | 16.02% | 45.07%-29.1pp | 263.57%-247.5pp | 318.53%-302.5pp |
| Employer contribution / active EE | $1,041 | $3,318-68.6% | $4,829-78.4% | $2,565-59.4% |
| Participant deferral / active EE | $5,450 | $5,945-8.3% | $7,352-25.9% | $3,952+37.9% |
| Admin fee / account holder | $116 | $6,933-98.3% | $10,799-98.9% | $6,260-98.1% |