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.
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 | $39,378 | $82,664-52.4% | $125,339-68.6% | $68,494-42.5% |
| Participation rate | 59.5% | 75.0%-15.6pp | 82.4%-22.9pp | 67.9%-8.4pp |
| Annual return | -17.98% | -5.97%-12.0pp | 572.05%-590.0pp | -7.84%-10.1pp |
| Employer contribution / active EE | $1,071 | $3,381-68.3% | $4,814-77.7% | $2,596-58.7% |
| Participant deferral / active EE | $5,801 | $6,110-5.1% | $7,446-22.1% | $4,027+44.0% |
| Admin fee / account holder | $1,272 | $6,275-79.7% | $10,010-87.3% | $5,403-76.5% |