Filed October 7, 2016
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.
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 | $33,362 | $57,016-41.5% | $84,966-60.7% | $80,856-58.7% |
| Participation rate | 16.7% | 56.3%-39.7pp | 67.5%-50.8pp | 67.6%-51.0pp |
| Annual return | 40.44% | 21.66%+18.8pp | 66.38%-25.9pp | 35.59%+4.9pp |
| Employer contribution / active EE | $1,446 | $1,798-19.5% | $2,727-47.0% | $2,755-47.5% |
| Participant deferral / active EE | $149 | $3,110-95.2% | $4,519-96.7% | $4,296-96.5% |
| Admin fee / account holder | $494 | $4,980-90.1% | $6,149-92.0% | $6,918-92.9% |