Filed November 5, 2014
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.
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 | $63,304 | $87,841-27.9% | $133,980-52.8% | $62,891+0.7% |
| Participation rate | 57.6% | 83.4%-25.8pp | 87.1%-29.5pp | 69.3%-11.7pp |
| Annual return | 7.30% | 12.05%-4.8pp | 29.30%-22.0pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,311 | $3,483-62.4% | $5,211-74.9% | $2,281-42.5% |
| Participant deferral / active EE | $5,269 | $4,812+9.5% | $6,282-16.1% | $3,203+64.5% |
| Admin fee / account holder | $229 | $5,371-95.7% | $9,324-97.5% | $4,296-94.7% |