Filed July 29, 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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $212 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,001 | $70,002-68.6% | $115,037-80.9% | $52,331-58.0% |
| Participation rate | 33.0% | 72.1%-39.2pp | 81.4%-48.4pp | 68.1%-35.2pp |
| Annual return | 11.42% | 4.04%+7.4pp | 26.14%-14.7pp | 4.54%+6.9pp |
| Employer contribution / active EE | $337 | $2,715-87.6% | $4,608-92.7% | $1,882-82.1% |
| Participant deferral / active EE | $2,488 | $4,920-49.4% | $6,026-58.7% | $3,022-17.7% |
| Admin fee / account holder | $18 | $566-96.8% | $8,175-99.8% | $592-96.9% |