Filed October 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 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,089 | $72,492-22.6% | $87,100-35.6% | $72,985-23.1% |
| Participation rate | 63.6% | 72.8%-9.2pp | 76.9%-13.2pp | 69.5%-5.8pp |
| Annual return | 15.15% | 24.46%-9.3pp | 28.19%-13.0pp | 81.00%-65.9pp |
| Employer contribution / active EE | $1,365 | $1,894-27.9% | $2,521-45.8% | $2,440-44.0% |
| Participant deferral / active EE | $4,593 | $3,270+40.5% | $4,049+13.4% | $3,607+27.3% |
| Admin fee / account holder | $14,022 | $5,055+177.4% | $7,497+87.0% | $5,124+173.6% |