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 | $107,011 | $78,672+36.0% | $109,143-2.0% | $85,850+24.6% |
| Participation rate | 19.4% | 68.3%-48.9pp | 75.9%-56.5pp | 69.3%-50.0pp |
| Annual return | 15.24% | 25.09%-9.8pp | 25.75%-10.5pp | 318.53%-303.3pp |
| Employer contribution / active EE | $755 | $2,735-72.4% | $3,722-79.7% | $2,565-70.6% |
| Participant deferral / active EE | $1,556 | $3,467-55.1% | $4,653-66.6% | $3,952-60.6% |
| Admin fee / account holder | $3,275 | $5,469-40.1% | $6,752-51.5% | $6,260-47.7% |