Filed May 1, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $26,223 | $87,841-70.1% | $133,980-80.4% | $62,891-58.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 4.83% | 12.05%-7.2pp | 29.30%-24.5pp | 20.14%-15.3pp |
| Employer contribution / active EE | $611 | $3,483-82.5% | $5,211-88.3% | $2,281-73.2% |
| Participant deferral / active EE | $2,743 | $4,812-43.0% | $6,282-56.3% | $3,203-14.4% |
| Admin fee / account holder | $782 | $5,371-85.4% | $9,324-91.6% | $4,296-81.8% |