Filed June 1, 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 7-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 | $25,861 | $91,190-71.6% | $178,490-85.5% | $79,858-67.6% |
| Participation rate | 47.5% | 69.2%-21.7pp | 81.9%-34.4pp | 69.6%-22.1pp |
| Annual return | 63.87% | 24.19%+39.7pp | 151.07%-87.2pp | 31.71%+32.2pp |
| Employer contribution / active EE | $403 | $3,256-87.6% | $5,011-92.0% | $2,471-83.7% |
| Participant deferral / active EE | $1,960 | $3,236-39.4% | $5,202-62.3% | $3,740-47.6% |
| Admin fee / account holder | $576 | $6,751-91.5% | $13,984-95.9% | $5,306-89.1% |