Filed September 13, 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.
Participant contribution per participant 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,009 | $57,976-60.3% | $62,995-63.5% | $62,292-63.1% |
| Participation rate | 47.7% | 75.9%-28.2pp | 74.8%-27.1pp | 69.5%-21.8pp |
| Annual return | 22.21% | 17.54%+4.7pp | 87.57%-65.4pp | 28.90%-6.7pp |
| Employer contribution / active EE | $962 | $2,415-60.2% | $2,759-65.1% | $2,042-52.9% |
| Participant deferral / active EE | $899 | $2,956-69.6% | $3,329-73.0% | $3,169-71.6% |
| Admin fee / account holder | $62 | $276-77.6% | $3,600-98.3% | $479-87.1% |