Filed November 17, 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.)
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 | $59,485 | $63,346-6.1% | $92,233-35.5% | $70,131-15.2% |
| Participation rate | 20.3% | 68.7%-48.4pp | 76.5%-56.2pp | 69.5%-49.3pp |
| Annual return | 71.83% | 530.12%-458.3pp | 176.28%-104.4pp | 73.14%-1.3pp |
| Employer contribution / active EE | $795 | $2,471-67.8% | $3,679-78.4% | $2,342-66.1% |
| Participant deferral / active EE | $1,572 | $2,854-44.9% | $3,897-59.7% | $3,332-52.8% |
| Admin fee / account holder | $1,026 | $3,840-73.3% | $5,194-80.2% | $4,645-77.9% |