Filed September 1, 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 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,660 | $73,102-18.4% | $123,544-51.7% | $56,287+6.0% |
| Participation rate | 65.5% | 74.3%-8.8pp | 82.3%-16.8pp | 69.9%-4.3pp |
| Annual return | 36.04% | 3.01%+33.0pp | 119.20%-83.2pp | -9.96%+46.0pp |
| Employer contribution / active EE | $1,119 | $2,977-62.4% | $4,628-75.8% | $2,111-47.0% |
| Participant deferral / active EE | $4,028 | $5,423-25.7% | $6,426-37.3% | $3,350+20.3% |
| Admin fee / account holder | $9,287 | $554+1577.2% | $9,2840% | $521+1682.7% |