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 | $47,503 | $102,317-53.6% | $146,958-67.7% | $80,856-41.3% |
| Participation rate | 66.0% | 75.8%-9.8pp | 82.2%-16.2pp | 67.6%-1.6pp |
| Annual return | 12.92% | 134.76%-121.8pp | 418.34%-405.4pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,156 | $3,713-68.9% | $4,933-76.6% | $2,755-58.1% |
| Participant deferral / active EE | $6,368 | $6,644-4.2% | $8,070-21.1% | $4,296+48.2% |
| Admin fee / account holder | $385 | $7,941-95.2% | $12,998-97.0% | $6,918-94.4% |