Filed August 26, 2015
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.)
Annual investment return 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,743 | $52,580+38.3% | $71,671+1.5% | $70,131+3.7% |
| Participation rate | 46.0% | 60.9%-14.9pp | 68.7%-22.7pp | 69.5%-23.5pp |
| Annual return | 11.71% | 20.25%-8.5pp | 20.65%-8.9pp | 73.14%-61.4pp |
| Employer contribution / active EE | $784 | $1,616-51.5% | $2,460-68.1% | $2,342-66.5% |
| Participant deferral / active EE | $1,466 | $2,386-38.6% | $3,438-57.4% | $3,332-56.0% |
| Admin fee / account holder | $2,110 | $3,653-42.2% | $5,558-62.0% | $4,645-54.6% |