Filed July 2, 2014 (most recent of 2 filings on file)
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.)
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 | $31,152 | $38,969-20.1% | $109,313-71.5% | $55,167-43.5% |
| Participation rate | 39.6% | 58.2%-18.6pp | 71.3%-31.7pp | 69.0%-29.4pp |
| Annual return | 6.78% | 8.26%-1.5pp | 22.07%-15.3pp | 169.23%-162.4pp |
| Employer contribution / active EE | $493 | $1,227-59.8% | $3,892-87.3% | $1,963-74.9% |
| Participant deferral / active EE | $1,177 | $2,176-45.9% | $3,166-62.8% | $3,054-61.5% |
| Admin fee / account holder | $2,457 | $501+390.4% | $5,666-56.6% | $504+387.7% |