Filed March 21, 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 4-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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $1,288 | $49,922-97.4% | $80,569-98.4% | $75,163-98.3% |
| Participation rate | 72.3% | 55.3%+17.0pp | 67.0%+5.3pp | 67.2%+5.1pp |
| Annual return | -10.57% | 34.69%-45.3pp | 935.43%-946.0pp | 160.62%-171.2pp |
| Employer contribution / active EE | $292 | $1,698-82.8% | $2,723-89.3% | $2,670-89.1% |
| Participant deferral / active EE | $338 | $2,990-88.7% | $4,447-92.4% | $4,125-91.8% |
| Admin fee / account holder | $460 | $3,577-87.1% | $5,377-91.4% | $5,651-91.9% |